Dear all,
I have a basic question while tracking email from outlook into CRm.
For exemple, if I receive a new email from someone in our mail box and that person can be a potential lead, I would like to selecte manually if I want to track it or not. This to avoid spam to be tracked.
Q 1 :
What is the most proper and standard to way to setup tracking option in outlook for CRM in order to not have a lot of uneccessary thing which is tracked for nothing ?
Q2 : When we track an email in CRM, it is usually associated by default to the contact person. But we are able to select if the email is related to a quote or opportunity. Based on that if we have an Opportunity and a Quote relative to that email, to which it is more suitable to set the relation to ?
Thanks for advise
regards