Save Emails II: Difference between revisions
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Crmtogether (talk | contribs) (Created page with "To save emails against an opportunity or case we do the following: Open MobileX File:saveoppo.png *Log in if you need to This will show you the person record matchin...") |
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Revision as of 11:52, 24 January 2018
To save emails against an opportunity or case we do the following:
Open MobileX
- Log in if you need to
This will show you the person record matching the email (assuming there is a match-if not you will be prompted to create a company/person)
Click the Sales menu
Click the $ icon ($ is the icon for opportunities)
Click the + in the top right hand side of the screen (action menu)
Click "Email"
This shows you the email with the contents. Click the tick option to save this.