Curious about how the Virtuous CRM+ Email Sync feature works?
Well, lucky for you, we have a brief video!
Click below to check it out.
Contact Sync
In the Email Sync configuration, users can toggle on a setting to Create Contacts for Unmatched Recipients. If enabled, Virtuous CRM+ automatically creates a new Contact record any time a recipient's email address can't be found or matched to an existing record. Enabling this setting does not send new Contacts to the Import Tool for review; Virtuous CRM+ creates the Contact records automatically. The setting attempts to parse the email address to create the First and Last Name for the record. If it cannot parse into a name, your Default Name is used. The Default Name is configured in Contact Name Settings.
If the setting is disabled and a recipient's email address does not exist in CRM+, the email won't be logged. Each user must configure this setting for their own account.
To learn more about configuring the Email Sync, check out this article walkthrough.