Let your emails appear in Sellf - Link sent emails to your customers
Use the address "firstname.lastname@example.org" to automatically copy your emails to Sellf.
Add it to the BCC line, when emailing customers to have these emails appear in Sellf.
These emails will be shown as notes, in your notes tab under your customer card (on all your devices).
Please, note that you have to send emails from the exact same address you use for logging into Sellf.
On our iOS apps (iPad and iPhone) you can activate the automatic BCC: this feature will automatically add the address "email@example.com" to the BCC line.
Go to Settings, tap on "Email integration" and activate the automatic bcc.
If one or more recipients of your email message are not in your address book in Sellf, (the email address does not exist in any email fields), Sellf will automatically create a new contact ( person ) in your address book with the following rule: Name and Last name are extrapolated from the email address, eg firstname.lastname@example.org becomes the contact Filippo Breni with the primary email address email@example.com.
In the case in which there is at least one contact with that email address Sellf will not create other contacts.
If, instead, no email is found, Sellf will create as many contacts as email addresses are in the "to:" field.
In the Notes section (Web) there is a filter "Showing Emails" that shows you only the notes saved as emails.
Each note, when displayed in a list (or in the contact's card), has a small icon of the email to make it different from the other notes.
Let your emails appear in Sellf - Forward your incoming emails
Forward important emails directly into Sellf to easily find them. Send them to "firstname.lastname@example.org" writing this address in the "To:" field.
Let your emails appear in Sellf - Forward your incoming emails and link them to your clients
Forward your incoming emails, send them to "email@example.com" writing this address in the "To:" field.
To link them to your customer in Sellf, write your customer's email address in the email Subject line. You can't forward emails to more than one addresses at once.
Auto-connect email to deals
Sellf will look for an open deal with the person the email was sent to/forwarded to firstname.lastname@example.org. If only one open deal is found with the person, Sellf will link the email to that deal automatically as a note.