4 votes

Enable further email intergration with CRM

Enable emails sent & received with Application or Opportunity Reference Number in Subject to automatically be saved in the CRM in the relevant area. The ability to have emails & attachments indexed automatically into the CRM would be fantastic.

Category: Broker Portal Christopher Jones shared this idea


  • Andrew Dalton says:

    Subfolders would also be fantastic so that identifying those missing documents that are important can be found much easier.

  • Olivia Zhao says:

    Hi Christopher, you’ll be pleased to know that you are able to send emails to your clients in our new CRM! More key email features will be built in the future.

    If you’d like to get a quick overview of what features we’ve got planned, what we’re currently working on, and what’s been built and released on the platform, check out the product roadmap here https://labs.afgonline.com.au/roadmap/.

    Stay tuned as we continue building out this feature and please don’t hesitate to get in touch if you had any further questions.

    Olivia Zhao
    AFG UX Researcher

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