Outlook Plug In

It would be nice if in the outlook add-in we were able to filter out the opportunities. Our specific issue is that we get emails which we want to link to a specific opportunity. This is for the purpose of having all information about a specific opportunity in location. We would prefer to use the outlook add-in exclusively; however, it doesn't give the ability to filter the opportunities within it. So when we go to link an email to an opportunity we need to comb through all opportunities that have ever been created. That will be thousands within the next 18months.




Please sign in to leave a comment.

Didn't find what you were looking for?

New post