How to record email as an activity?
How would I send an email to a contact and then have it automatically record as an ACTIVITY in a table?
Forum Discussion
Do you mean by triggering an email Notification? Is that what you mean by send an email?
I'm still learning how to use this software. The activity is in a different table. So my questions is can I just click on their email. Send them an email with my sales proposals and then have this information tracked in QB as SENT EMAIL? So that I can follow up at a later time? thanks