Outlook Sales Extension

MBerillo
Participante

See more than 3 deals in outlook

resolver

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

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kvlschaefer
Solução
Gerente da Comunidade
Gerente da Comunidade

See more than 3 deals in outlook

resolver

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 !

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2 Respostas 2
kvlschaefer
Solução
Gerente da Comunidade
Gerente da Comunidade

See more than 3 deals in outlook

resolver

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 Avaliação positiva
MBerillo
Participante

See more than 3 deals in outlook

resolver

Thank you for the tip, that does help!