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Email in Opportunities & Accounts
Email that lives where the deal lives.
Send from inside an opportunity or a company account and the thread stays there. Each account page shows every message across its opportunities, contacts and addresses, with the full reply text, so you always know where a conversation stands.
What you get
- Email tab inside every opportunity and every company account
- Full reply text captured, not just a snippet
- Replies move the opportunity forward in your pipeline
- New recipients added to the CRM as contacts automatically
How it works
- 1Open the opportunity or account
- 2Send from its Email tab
- 3Watch replies update the pipeline