Email visibility before deal creation

Charlotte James Member Posts: 1 VERIFIED MEMBER

November 2021 edited July 2022 in Sales CRM #1

I want to be able to see email communications with a customer within a deal page that have taken place before the deal was created. Is this possible?

Tagged:

Email / Smart BCC

0

Comments

Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER

November 2021 edited November 2021 #2

Try forwarding the emails to the email bcc address of the deal?

0

This discussion has been closed.

Categories