Here at Verse.io we understand the importance of having all the information you need in one place! If you are using Boomtown as your CRM, you have the ability to transfer our notes back into Boomtown by adding your Boomtown import email as an additional email address in your Verse.io dashboard. Please follow the simple steps below to learn how!
*Please be advised that Verse.io’s notes will only post once a lead has been “Qualified” or “Unqualified”, and will not include any lead activity that took place during the engagement process. The information included in Verse.io’s email notifications is what you will see in Boomtown.
Step 1. Log in to your Boomtown dashboard.
Step 2. Click on the TOOLS dropdown & select the Auto-Import Leads option.
* Please note that you may need to click a blue Get Started button to reveal your Boomtown import email.
Step 3. Copy the Boomtown import email and paste it into the Receive Additional Email Notifications field in the Verse.io dashboard under Settings > Communication & then Save at the bottom.
Step 4. Now that your Boomtown import email is saved in your Verse.io dashboard, our notes for once a lead has been “Qualified” or “Unqualified” can be found under the leads profile history!