One of the most powerful aspects of a CRM is the ability to keep all of your data and correspondence for your leads/opportunities/customers/contacts in one place.
The CRM can help record the email exchanges you have with your contacts. To ensure two-way syncing of your emails with contacts into your CRM is setting up your IMAP from your email to your CRM.
To get started, log into your account and click your Name and "Preferences" from the right hand corner of the CRM.
Next, you'll want to click "Email" and "IMAP" from the left hand menu, and then the "Add" button on the right:
Enter your Email account and make sure the IMAP Support switch is switched to on (hint: on is green). If you have a common email platform, you can choose which one you'd like to use from the list as shown and it will enter the IMAP Server and Port for you. You then just need to enter your email address and password and click authenticate.
If your email server is not listed, click the "Other" box, and you'll need to enter your IMAP Server and Port manually. You may need to reach out to your system administrator to figure out what your IMAP Server and Port is. Once you have your email, password, server, and port information filled in, click "Authenticate."
On the next page, as long as the little button in your entry is green, you are good to go.
Note: if you change your email password at any time, you will need to re-authenticate your IMAP.
You'll also note that there is an "Email Address to Forward" column. By copying that address, you can map emails to your CRM if you are sending them outside of a mapped email address. This could be a case where someone sent an email to the wrong address, and you want to still log that correspondence. Just bcc that address when replying to add it to your CRM.