Email Sync: all emails or manual link?
We use Email Sync to keep track of what our sales reps communicate with prospects. However, we either:
- Sync and link every email to deals and leads
- This gives a complete picture, but a lot of noise with emails that are not relevant (i.e. can you resend this file, or I need to reschedule our meeting)
- Link individual emails manually
- This reduces the noise, but has a high risk of sales forgetting to manually link an email to a deal or lead
Do any of you have best practices or tips for this? Many thanks!