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Categories CRM App
Created by Guest
Created on Feb 7, 2022

Save to CRM Add-in for multiple instances of Prospect CRM

If I have multiple instances of Prospect CRM and I use the Save to CRM add-in, I am required to manually login to the instance that I want to save an email to ensure that the email is saved to the correct instance.


A better option would be to be logged into all instances that I have access to and then when using the Save to CRM add-in to be given a prompt to select which instance I would like to search and save the email to.


This will make life a lot more convenient for users that have multiple instances of Prospect CRM and use the Save to CRM add-in.

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