Maximizer – Saving an Email to Multiple Entries

Welcome to Avrion Products Hints and Tips

  • Type: Product Hints and Tips

    Product: Maximizer CRM

    Benefit: Productivity

  • Date: 27th September 2017

    Area: Saving emails

    Series: Series 7, Issue 1 (of 4)

  • Saving an Email to Multiple Entries

    • Preferences
    • Create record from an email
    • Selecting records
    • View email in documents

    Click below to view the video tutorial.