Ok, we’re really close now. Here comes an especially useful Highrise feature: Email-in.
Highrise and email play well together
Highrise isn’t an email program. You don’t compose emails in Highrise. But Highrise likes getting emails. It likes helping you clear your inbox. It likes getting an email from you and doing something useful with it.
Your own dropbox
Every Highrise user get an email dropbox when they create their account. A dropbox takes this form: [email protected]. The “12345678” is a unique PIN. When you send, cc, bcc, or forward emails to that address, Highrise knows they are from you. Then Highrise goes to work.
Email to notes
Notes are an important part of Highrise. Notes from phone calls, meetings, conversations, prospects, etc. When something happens with a person that’s important to your business (or group or organization) you create a note in Highrise on that person’s page so you have a historical record of that conversation or interaction.
Lots of those interactions happen via email. A client sends you an important email or you get a new business lead via email. Maybe your attorney sends you something via email that you want to make sure you keep around.
When you get an important email from someone that you want to log in Highrise, just forward that email to your dropbox address and Highrise will attach it to the right person’s page in your Highrise account. And, if that person doesn’t already exist in your Highrise account Highrise will create that person on the fly for you. Sending email from new people to Highrise is one of the easiest ways to actually create people in Highrise.
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