So currently transactional emails only appear in the Contact record. We need the ability to associate them to the company and deal records also so that the sales team (who work from the deal record) has visibility of the transactional email a read more

We are working with a custom object ("Projects") for our post-sales Delivery and onboarding process. Playbooks are available on all standard objects (Companies, Contacts, Deals, Tickets), but not Custom Objects. This would be such a game changer f read more