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I wanting to know if it is possible for emails from outlook to be manually selected and directed to the correct: Contact, Opportunity, Account. We have a very complicated customer interaction and have had difficulty in the past with our CRM tracking emails in all the leads that has that person connected to it. We work with Architects, General contractors and Installers on large projects and we need to track the correspondence but we can't have emails from different leads getting mixed up when the different contacts are working on more than one project.
This is why we would really like to be able to manually select which emails are going to the correct lead, or opportunity and I would like to know how that is possible?
Thank you in advance for the help!
Do you want to disable automatic tracking of emails from Outlook, only allow manual tracking?
As far as I know, this is impossible.
Automatic tracking and manual tracking cannot be disabled at the same time.
Yes, I believe our customer interaction process is too complex for automatic tracking. Could you explain to me about how the manual tracking works. Do you have to select each massage? or if you select the 1st one in a chain of messages will they all connect to the opportunity or lead etc.?
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