Automatic Activity Creation
Hi - new user and I have the Gmail/Cal Chrome extension going.
I want to be sure any activity I have with a person in an organization is tracked on the timeline of the org.
When the contact and org are already created and I create it - they link. But, when a known person schedules with me, or when I schedule with an unknown person, and then add the person/org in PD, it does not link.
Should this happen automatically via the extension? Else, is there a way to do this?