Merging clients by domain

Created: 2018-12-07
Last updated: 2018-12-07

Post view count: 107

While creating a new client, or editing him/her in the system, you can also write down client's company domain. Thanks to this feature, all incoming/outgoing emails with this domain will be pinned to this particular client.

If your client's domain is eg. yourcompany.com, you can just type that without '@' mark in the Domain field, while editing a client. This feature works for own domains only, it won't work with domain such as gmail, yahoo, outlook etc.

If you fill this field, all emails from this domain will be pinned to a client.
The same will happen if you send an email to a new email address, but with the domain that exists in CRM.


 


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