Emails & Activities

[mondayfunday (Yvette G)]

Can anyone advise me on how to setup my CRM template so that when I send e-mails or take notes using the ‘emails and activities’ feature, those emails and notes can stay with an item and move across multiple boards? In a perfect world, I’d like the e-mail correspondence with a lead in ‘emails and activities’ to attach to an account profile. Is this possible?

[Axel1 (Barbé--Husson)]

you need to use automatisation for move item to another board without lost info

[mondayfunday (Yvette G)]

do you know which recipe I use to move the ‘emails and activities’ to another board? How would you set it up so it moves from leads to accounts?

[Axel1 (Barbé--Husson)]

I think is that i’m not sure

[mondayfunday (Yvette G)]

thanks for your help

[Axel1 (Barbé--Husson)]

Tell me if it works ^^