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Using Gmail labels to log emails in Highrise under deal or case

Using_Gmail_labels_to_log_conversations_in_Highrise

Yoxel Portal is doing automatic email conversation discovery and logging for Highrise CRM users (read this article for details. In this automatic mode a conversation is filed under one contact in Highrise and then is tracked by Yoxel Portal.

Now Gmail users can also use Gmail labels to direct the logging to a deal or case in Highrise. For that a gmail convo needs to be labeled with a Yoxel/<label> matching the deal/case name. So, create a parent folder/label ‘Yoxel’ in your Gmail account and then also create nested labels for deals/cases that you want to attach emails to:

Yoxel/<hr-deal-nameA>
Yoxel/<hr-deal-nameB>
Yoxel/<hr-deal-nameC>

Yoxel/<hr-case-nameA>
Yoxel/<hr-case-nameB>
Yoxel/<hr-case-nameC>

Yoxel/<drip-rule-nameA>
Yoxel/<drip-rule-nameB>
Yoxel/<drip-rule-nameC>

An email convo labeled with any of these labels will be noticed by Yoxel Portal and logged in Highrise under the corresponding deal/case. Also the drip-rule labels can be used to active the BigDripper tool, our new follow-up robot (see this article for more details).

Write me a line if you need any help with this. This capability will be available for our Outlook users later on.

-Alexey

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