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Product Suggestions
Status Likely to implement
Categories CRM App
Created by Guest
Created on Dec 17, 2020

Save to CRM to suggest records based on who the email was sent to

A customer would find it useful for the save to CRM to suggest records based on who the email was sent to rather than just who the email was sent by. An example of where this is useful is where a user is replying to an email and wishes to save in their response to the contact's record in the CRM.

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