Get your emails synced
One of the benefits of working in a CRM like Infusionsoft is the ability to be able to see everything about a contact, at a glance in one place.
Well almost everything….. How annoying has it been that Infusionsoft, and your emails sent and received manually have been separate.
That means looking in 2 places to get your email history on a client or lead. One in your sent folder, and one in Infusionsoft.
Well that’s a thing of the past now.
Infusionsoft has finalized the email Sync Feature, so that all of your emails can live in the contact record inside Infusionsoft.
Its not complex, in fact very simple, and you can have it synced by the time you finish watching the below video!