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Categories CRM
Created by Guest
Created on Jan 9, 2025

RELATED IDEAS

Ability to See Emails Sent from D-Tools Cloud for an Account/Opportunity/Etc...

I'd love to see a paper trail on emails I send from D-Tools. I have no way to see what was said in emails sent from D-Tools when sending proposals.

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Client email log

Merged
Log within the client to be able to see all the emails that have been sent to the customer for all communication
Dave Kirn 10 months ago in CRM