Easy Quick way to associate Conversation Email to a deal, contact, or company?
Feb 10, 2019 2:42 PM
When you are in the Conversation Inbox looking at an email is there an easy way to see all the contacts, deals, and companies it is associated with?
Is there a way to quickly change the associations for the email?
We have third party apps that send payment, invoice, and other notifications that we would like to associate with a contact, but that contacts email isn't actually in any of the email fields, instead its in the body of the email.