I don't see a way to add email or contacts to an existing deal easily that would be helpful
1
votes
I don't see a way to add email or contacts to an existing deal easily that would be helpful
Comments: 1
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18 Jul, '23
Jan Lalinsky AdminHello Frank,
try eWay-CRM Online (https://eway.cr/365). It's a brand new add-in for Microsoft 365 which allows selecting a contact or a company when saving an email.
Regards
Jan