We are tracking leads, deals, contacts, and accounts in monday.com, including deals with existing customers. Because we have integrated monday.com with Outlook, all our email traffic with customers goes into the “emails-and-activities” section of the deal, account, and contact. Because these are active customers, we have a lot of email traffic with them – only a few of these are relevant to a new deal.
Are there ways to filter what gets added to monday.com? I see the setting for “never log” for an email address or domain, but am wondering if there is a way to “selectively log” based on a keyword or something else.
Thanks in advance for any insights!