1. Email synchronization
You can synchronize your Email with ForceManager so all emails you send and receive to and from your ForceManager contacts are automatically registered in the App.
The synchronization is performed via the web ForceManager version and the administrator of the account must be the person who configure their email.
Once the configuration is done, the other users only need to introduce their email and password.
If you need know how to synchronize the email, click here.
2. Calendar synchronization
You can also synchronize your ForceManager calendar with your own calendar.
Remember that this synchronization is unidirectional: only events you schedule in ForceManager will appear on your own calendar. The events you schedule in your own calendar will not appear in your ForceManager calendar. Therefore, we recommend working with the ForceManager calendar so as to have your events in both calendars.
If you need know how to synchronize the calendar, click here.
3. Calls syncronization
Finally, you can also synchronize calls you make with your ForceManager customers, so that all phone calls interactions they have had with them are automatically registered.
In order for the calls you make to begin synchronizing in ForceManager, all you have to do is install the application on your mobile device and have the session open.
The contact’s phone number field must be completed so that the calls are properly registered on ForceManager within the activity section of the relevant account. There, you will be able to see all the telephone interaction history with your customers.
However, only outgoing calls by the App will be registered. In other words, if you need a call registration you must call the customer from a ForceManager contact file, clicking on the phone icon.
If you need know how to synchronize calls, click here.
We hope this guide has been helpful and we would like to wish you great success in using ForceManager!