Getting Started: Use the Email Dropbox

How to Use the Email Dropbox

Easily track email conversations by using your personal email dropbox. Simply bcc or forward emails to your myphoner dropbox to record them to the relevant lead.

Find your dropbox address under My profile Email Dropbox

Then

  • BCC your dropbox when you send an email and the email will be attached to the lead receiving the email.
  • FORWARD an email to your dropbox and myphoner will find the lead who wrote the email and attach the email to that lead's history.


Pro Tip

Using the email template tab or clicking on an email when viewing a lead will automatically put your Email Dropbox address in the bcc field.

Email event displayed in myphoner
An email seen in the activity feed.