Description – Pipeline cards and contacts are now synced under the work email.
Use Case – Contacts, and Deal cards are prepopulated to the work email module for easy access.
Process:
- Navigate to the Work Email to choose any mail and click on Expand.
- Scroll down to see the linked pipeline cards and linked contact section.
- All the linked deal cards and contact will be visible in these sections for the recipients present in the email chain.Â
- You may use the Smart Search option to search recipients. Choose Select search type, Select search by and click on Search.
- The linked deal cards and contact will be displayed.
Note: The search query for the logged in agent details will not be visible. All other participants’ details will be visible.
