Creating Journals/emails logging to Closed Deals

Sometimes, when sorting out information and organising communication threads, I want to add some emails to an already closed opportunity (for future tracking back the history of a deal). Now E-Way allows me only to browse among Opps that are not under Closed Won/Lost status. I need to reverse status to In Progress, add a Journal/email, and then switch status back to Closed Won/Lost - which takes me unneccessary time.

Under consideration Suggested by: Natalja Stachová Upvoted: 15 Sep, '21 Comments: 0

Add a comment

0 / 1,000

* Your name will be publicly visible

* Your email will be visible only to moderators