I suggest you...

Add net-results e-mails as notes on Sugar Leads/Contacts

We use Sugar as our CRM. Right now our e-mail history pretty much remains in net-results. When we send e-mails through Sugar they are all stored in the Notes section. Sugar provides an API to push the net-results e-mails back to our leads or contacts as notes.

Sugar also provides a BCC address that will funnel outgoing e-mails back into Sugar to link the e-mail as a note on a Lead or Contact through the "To" e-mail address. Adding the ability to CC and BCC e-mail addresses on each e-mail would also suffice for our requirements.

5 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Frank KesslerFrank Kessler shared this idea  ·   ·  Admin →
    planned  ·  Net-Results Product TeamNet-Results Product Team responded  · 

    Great suggestion.

    We plan on adding this feature this year, not sure about the ETA yet. We weren’t aware of the BCC feature available in Sugar and will look into whether this is workable across our Sugar using customer base.

    Thanks

    0 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      Submitting...

      Feedback and Knowledge Base