E-mail activity not showing up in Leads but only Accounts/Contacts

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Posted on by Gylfi Aron

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Hi,

I am having trouble with the Activity Pane in Leads. When I send an e-mail activity through Outlook it only syncs with Activities in Accounts/Contacts but not Leads. In options, I have it currently set to track ALL e-mail messages. The correct Lead is showing up under Related Records in sent e-mail but it´s not syncing with CRM Activities for some reason. Can anyone help me please? :)

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Gylfi Aron 1,280 on at

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RE: E-mail activity not showing up in Leads but only Accounts/Contacts

Any other ideas please? :)

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Gylfi Aron 1,280 on at

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RE: E-mail activity not showing up in Leads but only Accounts/Contacts

Yes but when I send an e-mail to an existing Contact in CRM it also says NONE for Regarding. But in that case, the e-mail activity IS showing up in Activities for Contacts. I don´t want my salespeople to keep having to SET REGARDING for every lead. It should be automatic.

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Mahadeo Matre 17,021 on at

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RE: E-mail activity not showing up in Leads but only Accounts/Contacts

I think you are missing regarding field..

set regarding to Lead record and try..

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Gylfi Aron 1,280 on at

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RE: E-mail activity not showing up in Leads but only Accounts/Contacts

.................and here below you can see that Activity isn´t in Leads but as soon as I qualify to Contact/Account then it shows up there.

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Gylfi Aron 1,280 on at

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RE: E-mail activity not showing up in Leads but only Accounts/Contacts

The filters don´t have anything regarding Leads or E-mail Activity. See picture above. I am also the Administrator so I don´t see how this is a security issue. I have read through all of the posts but nothing that I came across worked. Could you please explain in more detail for me what could be causing this? I can upload more images from our CRM if that helps.

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Mahadeo Matre 17,021 on at

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RE: E-mail activity not showing up in Leads but only Accounts/Contacts

Gylfi,

This might be possible because of filters added for synchronization or security issue..

Here are more details

www.microsoft.com/.../synchronizing-data-with-outlook-or-exchange-faq.aspx

hope this will help you to solve your problem..

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