Community
Showing results for 
Search instead for 
Do you mean 
Reply

Outlook e-mail can't be attached to an Opportunity?

New Member
Posts: 6
Country: USA

Outlook e-mail can't be attached to an Opportunity?

New Act user (Act 2011 Pro and Outlook 2010).

 

The other CRMs I've used (Avidian Prophet and BCM for Outlook) would allow me to attach an Outlook e-mail message to both a Contact and an Opportunity or to either one. I don't see that Act allows me to attach a message to an Opportunity. 

 

I like having the option. It may make sense to attach some messages to a Contact, but most are related to a particular Opportunity. That's where I would prefer to see them.

 

Am I missing something?