1
Sales Pilot suggests me to track my incoming email angainst various entities (opportunities, account) but not the most obvious: the contact from which i have received this email to be set as a regarding (that contact does exist in CRM!).
I can add the contact via searching manually in the search box, but what I want is to have the specific contact be auto-suggested.
I would love to have the contact be added with one click (same as account) :-)
Thanks for considering this "idea".
STATUS DETAILS
New