Copilot for Sales – tracking a Reply to already sent email
Dear all,
Saving emails with Copilot for Sales form Outlook works as intended except in once case.
When a sales person first sends an email to a CRM contact – it will be tracked in CRM.
If there is no response the Sales will reply to that same email (that is already saved in CRM) to the same CRM contact person – which should be the same thread, but that Replay email is not being saved in CRM. The Sales would have to go and save it manually again.
Is there a reason for this?
Thank you
Kind regards
Jasmina
Dear all, Saving emails with Copilot for Sales form Outlook works as intended except in once case. When a sales person first sends an email to a CRM contact – it will be tracked in CRM. If there is no response the Sales will reply to that same email (that is already saved in CRM) to the same CRM contact person – which should be the same thread, but that Replay email is not being saved in CRM. The Sales would have to go and save it manually again. Is there a reason for this? Thank youKind regardsJasmina Read More
