EasilyDo is able to match the file title, sender/recipient, and in some cases the content to Salesforce objects. When a match occurs, EasilyDo will offer to upload the file to the matched objects.
Articles in this section
- Can I use my subscription on multiple devices?
- How do you find new contact information to add to Salesforce?
- Will you suggest to add to Salesforce my co-workers with whom I email daily?
- Do you ever overwrite existing contact information?
- Can I add new contact information as a lead?
- Which email addresses are you using to find contact information?
- How are you finding emails to log?
- Why aren’t you just automatically logging my emails?
- Which calendar events are you suggesting to log?
- Which Evernote notes are you suggesting to log?
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