Setup Gmail SMTP integration for outbound emails

Gmail recently put in place certain measures that its users must perform before accessing their email via third party email clients. What does this mean for Distributed Source users? If you’d like to integrate your Gmail account in order to… Continue Reading →

Manage your inbound customer emails via Distributed Source

When you have a sales email that gets a lot of responses from leads and customers, you can use the auto-forwarding option in your email inbox to forward these emails to your CRM. Consolidating your sales interactions in your CRM… Continue Reading →

Add your email address to Distributed Source

Sales always involves a chain of email correspondence. So to make it simple for your sales team, you can link your email address to your Distributed Source account and set up email auto-forwarding or respond to your leads from inside… Continue Reading →

Import Contacts From A CSV File

Getting started with a new CRM can be intimidating. When all your contacts are in spreadsheets or in some other software, you can’t possibly add them one by one into your new CRM. You will want to import them into your… Continue Reading →

Add Comments on Leads

In addition to editing information of leads, Distributed Source also lets you add comments on leads. When you are on a call with a lead, you can quickly note down the key details of your conversation with the lead by using… Continue Reading →

Organise your day with Tasks Date Filter

Ever sat on your work desk and wondered what are your priorities for the day? We’ve all been there. Thankfully Distributed Source has a “My Tasks” dashboard that lets you organise your day with tasks date filter. And if you’ve completed working on today’s… Continue Reading →

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