Question

Linking Email/Person/Opportunity

  • 4 June 2021
  • 2 replies
  • 41 views

When I link an email to a particular Opportunity, the system tries to “guess” what other emails may be relevant. It is not uncommon for me to work on several difference projects with one individual. 

 

I’m fine with Copper pulling up an email history with a person related to an opportunity, but is there a way to have manually linked emails stand out/be highlighted as compared with automatically linked emails?


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2 replies

Any ideas Copper team?

 

Userlevel 2
Badge +1

Hi Greg, the emails synced to an opportunity is 1-1 to all the emails synced for the Person record of the Primary Contact. There is unfortunately not a way to selectively sync specific emails. All emails for that Person get synced to the activity feed. 

Specific emails unfortunately cannot be highlighted.