Introduction
The email archiving service is designed to allow the user to create email activity associations using the email platform of their company's choice. Once the site administrator has configured the Email Archiving Service account, site users may begin to include the address in business communications to track important email conversations for future reference. The service will create and associate all inbound and outbound email activities received to matching Lead, Contact, or Account records within your AMPED database. If you do not know your configured email address for the archiving service, please contact your site administrator.
How it works:
- Construct email to intended recipients and include archive address in the To, Cc, or Bcc fields OR
- Forward email conversations to the archive address
- For exact email address record matches, an email activity association will be automatically generated on that Lead, Account, or Contact record. For email addresses that match multiple records, the user will be able to choose records to associate the email activity to in the Messages module. For email addresses that do not match any records, the user may choose to create a Lead, Account, or Contact within the Messages module and automatically associate the email activity.
*Note:
- All emails received to the archiving service must be from an email matching your username in order to be associated.
- Emails that include the archiving address in the Bcc address section must have the archiving address re-added on future communications for continuous conversation documentation.
- There is up to a 10 minute time lapse between sending and record association; And/or record appearance in the Messages module.