Do you lack visibility of email communications with your team members? Avid’s communications-tracking feature makes it easy to share information with the rest of your team. By linking an email, meeting, or task in Avid, you are making it viewable to coworkers who have access to that contact, company, or opportunity record.

Are you having difficulty organizing your overflowing inbox? Many will try to sort their hundreds of emails into unique folders. This presents two problems:

• finding emails that are relevant
• abiding by company email retention and archiving policies

Avid CRM provides a simple and effective solution: users can delete emails from their Outlook inbox that have been linked to a record.

Avid doesn’t stop at emails. Track and link meetings and tasks can be linked manually or automatically to a contact, company, or opportunity record. Auto-linking future emails, meetings, and tasks with a contact is as easy as selecting a contact, company, or opportunity record you want them to be linked to.

• Better communications
• Improved follow-up
• Visibility