CRM Sync for Email without Outlook

If you are using a Mac or an email client besides Outlook on a PC, there is another option for syncing email with LeadMaster.

When sending an email, you need to add file@crmtool.net to the cc or bcc field and it will sync with LeadMaster, provided:
(1) The email address you are sending from is only associated with only 1 logon in LeadMaster and
(2) only 1 workgroup in LeadMaster.

If the email address you are sending to is not found or occurs more than once in the users workgroup, the email will be placed in the filing cabinet, provided the filing cabinet option is enabled in user settings.

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