One such powerful feature of Monday.com Sales CRM product is the Emails and Activities feature, designed to streamline communication and keep everyone on the same page. Let's explore how this feature can revolutionize the way your team works together.
The Power of Monday.com's Emails and Activities Feature
The Emails and Activities feature in Monday.com brings all communication related to a project into one centralized location. No more digging through crowded email inboxes or endless chat threads. Team members can easily find and track all relevant communications in the context of the project they are working on.
Effortless Integration with Email
One of the standout aspects of this feature is its seamless integration with email. Users can send emails directly from Monday.com, ensuring that all project-related communication is captured within the platform. This not only reduces the need for external email threads but also creates a comprehensive communication trail that can be referenced at any point.
Enhanced Task Management
The Emails and Activities feature lets you capture notes, events and more! This integration not only keeps conversations organized but also provides valuable context to discussions, allowing team members to give their input with every notes written.
Monday.com is renowned for its user-friendly interface, and the Emails and Activities feature is no exception. The intuitive design makes it easy for team members to adapt quickly and fully utilize the benefits of the feature without a steep learning curve.
How to install the app
While the Emails and Activities is preinstalled to the Monday.com Sales CRM Product, this feature can also be added to any boards. Refer to the steps below to set-up this feature:
Open the board where you want to install the Emails and Activities.
Click the Update Section or the speech bubble icon and select Add view.
On the Item Views Center, find the Emails and Activities and click Add to item.
Then, proceed to connecting your email by clicking the Emails and Activities settings found at the top right.
Select email and account setup and privacy. Then, click add account. Choose either Gmail or Outlook.
Choose an email account.
Email Tracking Feature
The "Emails and Activities" feature on Monday.com enhances collaboration and communication within teams by providing a centralized platform to track and manage emails. This feature streamlines communication workflows, making it easier for team members to stay informed and engaged.
By incorporating this feature into your workflow, you can transform the way your team collaborates, making communication more efficient and projects more successful. Embrace the power of Monday.com's Emails and Activities feature to unlock a new level of productivity and collaboration within your team.
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