Online Intranet office structure with custom databases to run your brokerage.

Tag Archive for ‘Comma-separated values’

Set Up for Email History BEFORE Importing Data

I recently posted about using Gmail as an email history resource, and it works really well with a field in each contact/prospect record with the URL to the search.  However, some would immediately recoil, thinking about having to get that URL into every record in their CRM databases. Well, it’s really easy, especially if you’re [...]