Community
Showing results for 
Search instead for 
Do you mean 
Reply

Linking emails to Opportunities from colleagues who work on multiple opportunities

New Member
Posts: 1
Country: USA

Linking emails to Opportunities from colleagues who work on multiple opportunities

[ Edited ]

Hello,

 

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?

 

Act! Premium Cloud

MS Outlook 2010

Windows 7

 

Thanks,

 

Tom West

Evergreen Home Loans

360-914-1294

twest@evergreenhomeloans.com

Nickel Elite Contributor
Posts: 524
Country: USA

Re: Linking emails to Opportunities from colleagues who work on multiple opportunities

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

 

click on the image to enlarge

1.png..

 

Do not forget to backup your database frequently and place a copy of that ZIP file on a USB drive or external disk for more security...

 

Good luck

PRAXI SOLUTIONS INC (CRM and FSM Solutions)
contactus@praxisol.com
customercare@praxisol.com
https://www.praxisol.com/solutions