These days, everything happens over email. Our 2-way IMAP integration in Agile CRM is a popular way to keep track of all of your email conversations and customer needs. Thanks to your feedback, the integration just got even better. It’s now easy to share email interactions between you and your contacts with other users in the CRM. Once the emails have been shared between users, they pop up on contact pages in Agile. Know your customers completely, at every stage in your sales and marketing pipelines, and make sure your entire team is always in the loop.
Basically, your synced IMAP emails can now be shared with other users. The sharing is controlled from the Email tab on your Preferences page. Log in to your Agile dashboard, go to Preferences (from the top upper right drop-down menu) –> Email. Then just click ‘+Sharing Settings’ and select which other users on your Agile CRM account you’d like to share your emails with.
Once sharing has been set up, everyone on your team who’s been given permission will have access to previous emails between the user who shared the emails and the contact they communicated with. You’ll see these past emails automatically; just open a contact’s page and click the ‘Mail’ tab.
While you’re setting up your email sharing preferences, it might be a good time to configure your general access controls in the CRM with Agile’s Access Control List (ACL) feature. Remember: smart use of access controls and email sharing is about keeping everyone on track, not just setting up a hierarchy! The goal is always to give people access to whatever they need to get their job done as effectively and efficiently as possible.