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beck12
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Member since ‎Sep 7, 2017
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roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
376 upvotes
116 Replies
beck12
Participant
June 20, 2018
Sophie Higgs, I've been added to the beta and attachments are now showing up; however, now it doesn't show opens/clicks on those emails anymore w...read more
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
376 upvotes
116 Replies
beck12
Participant
June 20, 2018
Sophie Higgs, I've been added to the beta and attachments are now showing up; however, now it doesn't show opens/clicks on those emails anymore w...read more
ram on March 29, 2017
Deal Properties in Sales Email Templates
The sales email templates only allow the use of Contact & Company properties but a lot of contextual data is captured in the Deal. It would be great if we could use Deal properties in the email templates – we could make the emails way more relev read more
Reply Idea Snippets & Templates
24 upvotes
19 Replies
beck12
Participant
May 01, 2018
Agreed. Definitely need deal tokens in sales templates.
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
376 upvotes
116 Replies
beck12
Participant
June 20, 2018
Sophie Higgs, I've been added to the beta and attachments are now showing up; however, now it doesn't show opens/clicks on those emails anymore w...read more
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