Hi Monday community, Recently my company and I have implemented a system for email tracking. We do this with the Emails & Activities app integrated with our personal Outlook email accounts. Leads are added as seperate items into our CRM. To these leads we assign a contact person that represents ou…

CRM email tracking across different leads with one customer

mactoph (Christopher Phillips) October 21, 2022, 5:14pm 5

This is a huge issue for us as well - here is a feature request I created describing how things work with some changes we would like to see: Board specific Emails & Activities settings

Hopefully this is something on their road map!

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CRM email tracking across different leads with one customer

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CRM email tracking across different leads with one customer

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