Enable lead as trackable enity on Sales Co Pilot
Lead isn't currently searchable in Co Pilot as a opposed to the Dynamics Outlook app where it is. Seeing as Lead is one of the primary Sales entiites can this be added as a searchabler/linkable record in Sales Co Pilot for Outlook please
STATUS DETAILS
New
Ability to send Insights emails at Account level ( i.e Account entity is the target Audience)
For transactional emails the ability for set the account as regarding so that all users can see easily when important communications are send at Account level.
STATUS DETAILS
Needs Votes