Instant access to contacts-related offers

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First and foremost you have to respect your team. Don't expect them to be at their best now. Relax your expectations and goals to give them room to adjust. By doing this you lead by example and your team will follow suit. Your representatives must also treat each other and their clients with respect. Now no one should becauseUse the new add-on to manage your contacts directly in the Customers app. Install the new add-on to manage your email conversations with your contacts and get important context about leads and deals without switching between tabs. If you use Keep in Touch with Contacts the new plugin now available from will save you time and give you valuable insights about the person on the other end of your email conversation.

Users who have installed the app can access contact information from the right sidebar. The integration gives you an instant overview of any ongoing transactions and activity with contacts who send or receive emails from you, including any transaction activity or notes related to them. Since information is easily accessible you can reply to sales emails with the right information and keep yours up to date without having to change tabs. Received an Email Marketing List email from a new lead but aren’t sure if the recipients of the cold email have been added? Or want to track the activity without going to a different tab? It’s easy. From the pop-up panel you can add new contact creation.




New transactions and added and completed activities will then automatically populate the same section in your account. You can also change the contact's information including name, email, phone number and linked organization. Schedule activities and mark them as completed This panel displays upcoming activities related to your contacts and you can mark them as completed. Do you have an event on your calendar to reply to a lead’s email? Once you’ve sent the email you can mark it as completed with just a few clicks in the sidebar. You can also set up meetings through the scheduler feature via the plugin. Just like your transactions and events you can access the scheduler in your email editor and insert a link that shows whether you are available for the meeting.