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Email could be attached to multiple accounts/opportunities or entities.

Philippe Zitoun on 1/14/2014 4:30:00 AM

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?

Category: Email Management and Outlook Integration
STATUS DETAILS
Declined
Ideas Administrator

Administrator on 5/22/2023 4:32:24 PM

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