Outlook Sales Extension

MBerillo
Teilnehmer/-in

See more than 3 deals in outlook

lösung

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 Akzeptierte Lösung
kvlschaefer
Lösung
Community-Manager/-in
Community-Manager/-in

See more than 3 deals in outlook

lösung

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


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Join regional conversations by changing your language settings !

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
2 Antworten
kvlschaefer
Lösung
Community-Manager/-in
Community-Manager/-in

See more than 3 deals in outlook

lösung

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
Teilnehmer/-in

See more than 3 deals in outlook

lösung

Thank you for the tip, that does help!