6

When an important email contains information related to a quote + opportunity + lead, how to make in a few clics the Set Regarding to those 3 entities?

STATUS DETAILS
Under Review

Comments

P

And when an email should be set regarding more then one opportunity (or any other entity), it should be able to allow it.


Category: Email Management and Outlook Integration

P

Thank You for the feedback. Dynamics Marketing service (formerly MarketingPilot) is our primary Marketing Automation solution in our product portfolio with majority of our investments directed accordingly. We will be closing this request - you might want to review Dynamics Marketing Service to evaluate your use case.

Category: Email Management and Outlook Integration

P

If you set it to the Opportunity, won't it be automatically associated to the Quote and Lead (Account) by way of association to the Opportunity?

Category: Email Management and Outlook Integration