When users sync their Gmail or Outlook accounts with the CRM, the inbound and outbound emails will be automatically bound with the corresponding lead records as new lead notes.
The syncing is performed via the email fields that have been enabled for Email Binding in the fields' settings:
By way of an example, here is a lead with two email fields, both of which have been enabled for email binding:
Assuming that a user has synced a Gmail or an Outlook account with the CRM, then any emails sent from the synced account to either of the two addresses in the above example will be automatically added to the "123 Enterprises" lead.
Similarly, if a lead response is sent to the synced account from either of the registered email addresses, the response will also appear on the "123 Enterprises" lead as a new note.
Email Binding Rules
In order to ensure that the inter-company and similar communications are ignored from coming into the CRM, you can add email address pairs which will be ignored by the CRM.
Navigate to Manage > Administration > Email > Email Binding Configuration and add as many email address pairs as needed:
To pair all email addresses in a specific domain, add a star character (*) before the '@' symbol in the email address (for example *@iriscrm.com).
When you add an email pair, the combination of these emails will be ignored from coming into the CRM (regardless of which of the two addresses an email is sent from).