Ideas for SalesPad Desktop

Email Add-in Send to Salespad Feature Request

On the Salespad add-in for Outlook it would be nice if there was a search function when you try to send an email to Salespad and the email address doesn’t exist in the customer card.  Once you found the customer card or order you needed to add the email to it would automatically create the alias so it would track future emails from that customer.  We use the email add in a ton and it would make tracking interactions easier because we have a lot of emails that are not necessarily stored in the customer card or the sales order.

  • Guest
  • Feb 8 2018
  • Future consideration
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