Announcements
Is there a way to tell who is tracking an email conversation in CRM?
*This post is locked for comments
Tracking as in clicking the track button in Outlook? Yes, he would end up being the creator/owner of the CRM email record.
So lets say John Doe, clicks the button in Outlook to track an email. Now when Jane Smith goes into the account and sees the email in the Activity, is there a way to see how it got there (who tracked it)?
Yes, he would end up being the creator/owner of the CRM email record.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Jump in, show your community spirit, and win prizes!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
ScottDurow 2
GJones 1