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jibanezASI
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Member since ‎Sep 2, 2020
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Jose Ibanez

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jibanezASI
Member
October 12, 2020
Reply to Allow custom email activity association with Deals via Outlook
Agreed. We would also like to have the same feature. We have multiple deals with any one contact/company.
jibanezASI
Member
September 03, 2020
Reply to Possibility to disable automatic association to deals
Same issue over here. Our work around is to create/send the email directly from the Deal in the CRM. That will keep the email associated only with th...read more
jibanezASI
Member
September 02, 2020
Reply to Select which Deal to log an email to when a contact is associated with multiple Deals
Our company also needs to option to be able to select which deal an email is associated with from the Outlook desktop add-in. In our case we...read more
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