Tracking Interactions (3)

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

Connecting to Salesforce Inbox

Created by Charlotte Niedzielski, Modified on Wed, Mar 26, 2025 at 2:29 PM 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, 2024 at 12:55 PM by Sam Herrmann