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How can we make Outlook Customer Manager better?

Send email or meeting request from Deal list

When a company is selected in the list, clicking Email or Meeting from the Communicate tab will open an Outlook item with the contacts pre-filled. The same experience does not occur when clicking the buttons with a Deal selected.

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Paul Schaeflein shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • David H commented  ·   ·  Flag as inappropriate

    This is a fantastic idea and would really help productivity by reducing the time required to find and add all the relevant people to put in the cc list.

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