Tracking Interactions (3)

Track emails, calls, and follow-ups with your partners.

Connecting to Salesforce Inbox

Created by Charlotte Niedzielski, Modified on Thu, Aug 24, 2023 at 11:39 AM by Josh Mentzer
Excluding and Hiding Specific Emails

Created by Charlotte Niedzielski, Modified on Tue, Nov 29, 2022 at 10:17 AM by Alan Martinez
Using Cases to Track Interactions

Created by Sam Herrmann, Modified on Fri, Nov 22 at 12:55 PM by Sam Herrmann