oransome 0 Posted January 20, 2017 Share Posted January 20, 2017 Hi. One thing I use Evernote for is CRM, chasing down leads and following up with people, What chance I could link all the emails I send on the topic to somebody and send from within Evernote wihile still using my business email? Link to comment
Level 5* DTLow 5,736 Posted January 20, 2017 Level 5* Share Posted January 20, 2017 8 hours ago, oransome said: Hi. One thing I use Evernote for is CRM, chasing down leads and following up with people, What chance I could link all the emails I send on the topic to somebody and send from within Evernote wihile still using my business email? I use Evernote to file my emails; with tags to identify the contact, topic ... I have the filing scripted on my Mac A manual approach would be to use your Evernote Email address to bcc mail sent and adding tags afterwards Link to comment
Level 5* CalS 5,280 Posted January 20, 2017 Level 5* Share Posted January 20, 2017 8 hours ago, oransome said: What chance I could link all the emails I send on the topic to somebody and send from within Evernote wihile still using my business email? You can't use your business email when sending from within EN. You need to copy/paste or print to PDF and use that in your business email. Link to comment
Idea
oransome 0
Hi. One thing I use Evernote for is CRM, chasing down leads and following up with people,
What chance I could link all the emails I send on the topic to somebody and send from within Evernote wihile still using my business email?
Link to comment
2 replies to this idea
Recommended Posts
Archived
This topic is now archived and is closed to further replies.