We have released an email dropbox functionality which enables you to forward your emails to your Upvise account to create notes, as well as link automatically with your contacts, projects, tasks, etc.. without leaving your favourite email client app or go to your Upvise Web Account.
- The note will be linked to the contact who sent you the message.
- Any attached file in the forwarded message will also be linked to this contact as well.
- You can also link the message to a company, project or opportunity.
- You can also create a new note by email, and link your note to a contact, company, project or opportunity.
- You can also create a task by email.