Keep the history of your exchanges & BCC email conversations
One of the greatest features of no crm.io is that you have access to a complete history of your exchanges with a prospect. It’s very useful when you're closing leads with long cycles. For example, after a few weeks of inactivity you might not be able to recall certain conversations and decisions you made along the way – certainly without the history log. But in order to re-learn all this information, you absolutely need to write down the last exchange you had, every time, or you might forget it.
If you’re working on prospects, you can add the comment inside the spreadsheet (in the comments column); for example, when the person didn’t pick up the phone.
However, when it’s a qualified lead, you need to be able to rapidly get access to the last exchange you had: if you spoke over the phone, you need to sum up what you have talked about and mention the next thing you need to do. If you sent them an e-mail, you need to have that e-mail associated with the person’s file.
Inside no crm.io we make it easy for you: underneath every lead there is a comment field where you can type all the information you need. Alongside this, there's a BCC system which enables you to automatically attach all the e-mails you send to a contact – straight to their lead, without the need to copy and paste. Keeping everything in a single place is not only important, but made easy with YDNCRM.
Read also: How to use the Bcc feature