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Connecting Email to Opportunities

email opportunities archive

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#1 pchott

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Posted 27 August 2014 - 08:18 AM

We are testing Zurmo to have it for archive of our email correspondence. It is very nice that email is connected to contacts but how can we then connect email to exact opportunity?



#2 mledwards

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Posted 11 November 2014 - 01:41 PM

I'd love to know this too.



#3 mledwards

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Posted 18 November 2014 - 11:26 AM

I guess one work around is to have an opportunity or account as a contact e.g. ACCOUNTNAME@brilliantnoise.com and archive to that.







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