Customer emails to us

Max Classic
1

Hi guys,

We are facing another predicament here, maybe you could help.

When we send emails to customers we can see who’s received what. However, we can’t see in Infusionsoft if a customer actually replies to those emails. Is there a way to have email correspondence tab in the profile page of each customer so we can more easily follow conversations?

Or for example if a customer sends email on our general inbox, can we have this automatically populate IFS fields (if that customer already has a profile)

Many thanks,
Gergana (I work from Rich’s account today)

2

Hi @Rich_Robinson,

If you click into a user record under Admin → Users, at the bottom you will find a setting for pop email accounts:

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3

Thanks John. I’ll set the pop email now. Would that keep all information in Infusionsoft as well?

Thanks,
Gergana

4

I believe that’s just going to give you history. I’d have to look to see more specifics but I’m back to back meetings through to the afternoon so it’ll be a bit.

5

No problem, thanks John.