Eingehende E-Mails in Samdock dokumentieren

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In Samdock kannst du wichtige E-Mails und E-Mail Verläufe in der Kundenhistorie des jeweiligen Kontakts dokumentieren. In diesem Artikel zeigen wir dir, wie du eingehende E-Mails in Samdock ablegst.
Für ausgehende E-Mails besuche unseren Artikel zur Dokumentation von ausgehenden E-Mails.

Um eingehende E-Mails in Samdock zu dokumentieren, musst du diese an eine Account-spezifische Adresse weiterleiten.

So geht's:

1. Gehe ich die Einstellungen und klicke auf "E-Mail Logging"

2021-04-09_14_09_07-Samdock.png

2. E-Mail Adresse für die Weiterleitung kopieren

Du findest nun zwei verschiedene E-Mail Adressen. Kopiere die E-Mail Adresse unter "Eingehende E-Mails weiterleiten an" in deine Zwischenablage.

2021-04-09_14_10_24-Samdock.png

3. Eingehende E-Mails weiterleiten

Gehe nun in dein bevorzugtes E-Mail Programm, wähle die E-Mail aus, die du in Samdock dokumentieren möchtest und leite diese E-Mail an die kopierte Adresse weiter. Du findest die dokumentierte E-Mail jetzt in der Kontakthistorie des entsprechenden Kontakts. Bitte beachte, dass der reguläre E-Mail Empfänger mit seiner Adresse in Samdock vorher als Kontakt angelegt sein muss.

⚠ Wichtig: Damit die E-Mail erfolgreich hinterlegt wird, muss die E-Mail Adresse, mit welcher du weiterleitest, auf der Whitelist deines Samdock Accounts stehen. Deine Account E-Mail ist automatisch auf der Whitelist, jede weitere E-Mail Adresse musst du manuell hinzufügen. Lese mehr dazu im Artikel Whitelisting von E-Mail Adressen.

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