Forum Discussion
Copilot for Sales - tracking a Reply to already sent email
Dear all, Saving emails with Copilot for Sales form Outlook works as intended except in once case. When a sales person first sends an email to a CRM contact - it will be tracked in CRM. If th...
Bump, I noticed this is still a thing.
Anyone who has a solution for this? The tracking part is intended to make sure the communication is visible for management to keep track, or for colleagues when a person is on holiday. Having the person have to track again when he gets no response is doomed to be forgotten and to spam the customer, because you don't see previous communication.