Outlook Sales Extension

MBerillo
Participant

See more than 3 deals in outlook

SOLVE

How do I see more than 3 deals associated wtih a contact when I am logging emails using the Outlook add-in? Thank you!

0 Upvotes
1 Accepted solution
kvonloesecke
Solution
Community Manager
Community Manager

See more than 3 deals in outlook

SOLVE

Hi @MBerillo,

 

Thanks for reaching out! 

 

By default, the first 3 deals associated with the contact show up as stated in this help article. However, you should be able to deselect the deals and use the search bar to search for the correct deal name.  

 

I hope this clarification helps!

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !

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0 Upvotes
2 Replies 2
kvonloesecke
Solution
Community Manager
Community Manager

See more than 3 deals in outlook

SOLVE

Hi @MBerillo,

 

Thanks for reaching out! 

 

By default, the first 3 deals associated with the contact show up as stated in this help article. However, you should be able to deselect the deals and use the search bar to search for the correct deal name.  

 

I hope this clarification helps!

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Upvotes
MBerillo
Participant

See more than 3 deals in outlook

SOLVE

Thank you for the tip, that does help!