04-25-2018 09:51 AM - edited 04-25-2018 10:09 AM
I have teammates and colleagues who help me on multiple opportunities. When I put them on these opportunities as contacts, all emails are recorded in the history log. I'm looking for a work around to direct each email to the unique opportunity it belongs to. Any suggestions?
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MS Outlook 2010
Evergreen Home Loans
04-26-2018 12:53 PM
I could choose between ... (1) add them as contacts ... (2) or add them to the list of Users that can work with me in this opportunity - may be that change... does not bring me problems in the history of this business opportunity
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