AnsweredAssumed Answered

Email to call note?

Question asked by Jake Myers on Jul 10, 2017
Latest reply on Sep 4, 2017 by Anastasiia Gubanovych

In our company, we send a lot of follow up emails. To prevent myself from wasting time writing a call note and an email, I'd like to make the email I'm sending to our customer automatically copy into a call note. Does anyone have a process on how to do that?