Manually saving an email in CRM
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Hello
Is there a way to manually saving an email into the CRM tab ? I received an email that is related to a lead but not from customer email already in file and i want to have it shown in the CRM
Thank you
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Hello Isabelle,
You should be able add the email by saving the email address and name as a contact to the lead. That would be the only way.
Thank you.
Hello Isabelle,
You should be able add the email by saving the email address and name as a contact to the lead. That would be the only way.
Thank you.
If i do that now, will it go back in my inbox to link it ? i already receive the email....
If i do that now, will it go back in my inbox to link it ? i already receive the email....
You could copy and paste it in as a journal entry.
You could copy and paste it in as a journal entry.
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