Relate Email On Send

  • 1 December 2021
  • 1 reply

  • New Participant
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Is it possible to relate an email to a Project or Opportunity on send?

I may have a contact that is related to multiple projects/opportunities but I only want the email to relate to a specific project/opportunity, preferably on send so that I do not have to back into the sent folder and relate to the project/opportunity from there.

1 reply

Userlevel 6
Badge +5

Hi @pjd, looks like this post got buried so I do apologize for the delayed response!

To answer here is no, if a contact is attached to multiple Opportunities/Projects, we don’t have a way to specify which ones an email is attached to. To email will be associated with all of them.

We have an open Idea for a feature that would allow you to specify that - I recommend you give it an upvote so that we can @mention you in any updates. 👍