Question
CRM style email tracking function - looking for ideas
I've had a request to have some sort of tracking functionality for emails related to a record in QB (similar to the link below). I feel like there could be a way to do this with a Pipeline to/from Outlook?? Has anyone done something similar? I'm looking for a hero :)
Thanks in advance!
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Sherry Blackburn
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Thanks in advance!
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Sherry Blackburn
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