You can save emails sent from any email client to your system and relate them directly to an opportunity or prospect. 

You'll need to make sure of two things:

  1. You are sending the email from your registered system email address. (This is the address you use to log in.)

  2. BCC: archive@YourClientID.salesseek.net
    Your client ID is the URL prefix that you use to access your SalesSeek or pdCRM account. e.g. mycompany.salesseek.net

FAQ

What if the person I'm emailing doesn't exist in my system?
If the person doesn't exist as a contact record yet, then we will create it with as much information that is available through that address. This usually includes; First name, Last Name and Email.

Saving Deal Related Emails

If your email is more relevant to a particular deal rather than an individual, you can include the deal abbreviation at the of the beginning of the archive address to save it against the deal. The recipient doesn't then need to exist in the system. e.g. ABC.archive@YourClientID.salesseek.net

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