Link an email message to a Potential
I am looking for a way to
1. Link specific emails to potentials using a subject line reference id that would be unique to that potential.
Our loan origination platform allows us some functionality if we cc and email to a specific Email And that subject line has a reference number embedded between two square brackets
eg [VMLAB-12345]
2. The ability to select a potential from a drop down list as I was able to do with gold mine for the last 20 years And link that outbound email to a specific potential that is currently active.