When using the email to salesforce option, all my email information is logged under activity information in the leads section of my salesforce. How do I have the email information logged with opportunities and contacts via the email to salesforce option?

Question

When using the email to salesforce option, all my email information is logged under activity information in the leads section of my salesforce.  How do I have the email information logged with opportunities and contacts via the email to salesforce option?

Nathan Graber · Answer

Click on Your Name... My Settings... Email... My Email to Salesforce. In the Email Associations section, you can specify which records (contacts, leads, opportunities) to associate them to. Here is some more information about choosing the specific record to attach the email to.   https://help.salesforce.com/HTViewHelpDoc?id=email_my_email_2_sfdc_using.htm&language=en_US

When using the email to salesforce option, all my email information is logged under activity information in the leads section of my salesforce. How do I have the email information logged with opportunities and contacts via the email to salesforce option?

Email

関連学習

さらにヘルプを表示