Email tracking in Outlook.
Do you lack visibility of email communications with your team members? Avid’s communications-tracking feature makes it easy to share information with the rest of your team. By linking an email, meeting, or task in Avid, you are making it viewable to coworkers who have access to that contact, company, or opportunity record.
Keep your inbox clean and still save emails.
Are you having difficulty organizing your overflowing inbox? Many will try to sort their hundreds of emails into unique folders. This presents two problems:
- finding emails that are relevant
- abiding by company email retention and archiving policies
Avid CRM provides a simple and effective solution: users can delete emails from their Outlook inbox that have been linked to a record.
Automate communications tracking.
Avid doesn’t stop at emails. Track and link meetings and tasks can be linked manually or automatically to a contact, company, or opportunity record. Auto-linking future emails, meetings, and tasks with a contact is as easy as selecting a contact, company, or opportunity record you want them to be linked to.
Benefits of CRM communications tracking.
- Better communications
- Improved follow-up
- Visibility
Schedule your live demo today
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10800 NE 8th St, Suite 918 Bellevue WA 98004
1-855-284-3426
info@avidian.com