Do you know to hit 'Track' when you receive an important email?
9/09/2017 5:57 AM by
Whenever you email a client with a correspondence that relates to an existing CRM opportunity (i.e. an "as per our conversation" about when you think the project would get going etc.) you should track it in CRM so it is centralized and can be seen by anyone else who tries to follow up that opportunity.
The simplest way is, when writing or receiving the email, click the track in CRM
button in the ribbon and "set regarding" to the opportunity in question.
Figure: When you receive an important email, click the 'Track' button in
on the CRM toolbar
Otherwise, you can also do it from the main Outlook page with the toolbar at the
Figure: A shortcut to the same 'Track' button exists on the CRM Toolbar in your Inbox
Do you feel this rule needs an update?