@CMartin3 thanks for providing a possible solution, though I am still tinkering to make it work for me.
Would you mind, if possible, to explain to us WHY that is the accepted solution here?
- Why ‘Original source drill-down 1’
- Why ‘Presentations’
Confirming that this is the recommented solution for creating a list of contacts that have interacted with a sales document via a 121 email link (Sales >> Documents)
Also agree with this thread that 3 years is pretty poor response for a business supposedly in the business of acting on customer interactions!
Many Thanks and looking forward to your reply.