Author: Chris Altomare. I am reaching out to the community for help since the help desk, unfortunately, has not been helpful. After numerous messages back and fourth, sharing screen shots over and over again (sometimes the same ones), waiting days for a response....I hope someone else has resolved this issue
Email integration in the CRM
To track emails in the CRM, as I see the following 4 options:
1) You can manually log an email but, this will only make an entry in the History section and not track...