Setting up Gmail as your default mail-to client
If you're already using the Bcc feature inside no crm.io to keep track of your email exchanges with your Leads, you will want to set up Gmail as your default mail browser, so whenever you click on a Lead's email, your browser will automatically launch Gmail with your bcc email address already copied in the Bcc field.
This is extremely useful if you are using more than one tool at the same time and want all the information saved in one place with the email automatically attached to the Lead.
Setting up Gmail as your default browser will make it a lot easier for you to email your Leads directly from your Lead Management Software so you don't have to jump between one system to the other.
How does it work?
Setting up Gmail as your default email browser is very simple. Just choose your preferred browser in the link below and follow the instructions on your screen.
Here a tutorial on how to do it on Chrome:
Click here for a step-to-step guide on how to set up Gmail as your default browser