We are brand new to SalesForce (as in only 3 hours). We selected the essentials package for our implentation. I have stumbled my though configuration including the outlook/exchange intigration, however I am stumped on one issue. I am able to see the SalesForce window in outlook on the right side. When I click on an email, on the right side I see a list of appropriates contacts and opportunites. In most cases I have several opportunites listed, but would like to relate the email to a specific opportunity. In the video's I saw on this there was a icon next to the opportunity that I could click that would relate the email to the specifc opportunity, but I am not seeing the icon in my system.
The image below is from my system. I sleected an email and 3 opportunites were listed, but there is no icon for me to relate to the email.
This image was taken from the video I saw.
Is there a configuration setting I am missing??
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Hi Patrick,
I noticed that the case you logged about this question is already closed. Please take a moment to share the solution with the community should someone encounter a similar issue or let us know if you need further help.
Thanks.
