Change Associations in Outlook
Options
- Subscribe to RSS Feed
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Email to a Friend
- Printer Friendly Page
- Report Inappropriate Content
Status:
Delivered
Submitted by
MGarvey
on
Jan 14, 2021
12:38 PM
When sending an email from within a deal, we have the option to associate that email with only the desired deal (by unchecking the rest).
It would be immensely helpful if the same feature was available through the Outlook extension. Currently when it's sent/logged through outlook, the email thread is being associated with every deal in which that contact is also associated. This is not ideal as when multiple deals with the same contact are open.
Thanks.
See more ideas labeled with: