by Mike Perlongo | Apr 11, 2023
How do I add contacts I have emailed? In the “Contacts” section of any Institution page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and sender...
by Mike Perlongo | Apr 11, 2023
How do I add contacts I have emailed? In the “Contacts” section of any Service Provider page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and...
by Mike Perlongo | Apr 11, 2023
How do I add contacts I have emailed? In the “Contacts” section of any Company page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and sender will...
by Mike Perlongo | Apr 11, 2023
How do I add contacts I have emailed? In the “Contacts” section of any Intermediary page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and sender...
by Mike Perlongo | Apr 11, 2023
Can I easily clone a workspace to create a new one? To duplicate a theme, click the “clone” button in the top right corner of any theme page. This is useful when you want to further customize a new workspace, while keeping the original workspace intact....
