Edition Qualifier: Pairing your phone and email is available in all FreeAgent editions.
User Permissions: No special permissions are required.
Pairing your email will allow you to send emails, view received emails, create meetings, and see your meetings reflected on your calendar all within the CRM. You can also automate email sending within the system. Create automations that are triggered by the creation of a contact and automatically send emails from the system. Turn on notifications to be notified when a recipient opens or clicks on a link within the email.
Pairing your phone enables you to call your Contacts directly within FreeAgent CRM. You can take notes while you are on the call and then save them to the contact’s Activity Timeline, where the record of the call will be visible to all users.
To learn more about how to pair your email or phone, reference these tutorials:
Pair Phone Number
Once you have paired your email, create your email signature, and work on some email templates. You also have the option to Blacklist emails, excluding the email content from the Activity Timeline.
More tutorials on creating an email signature, templates, and blacklisting below: