Attache email to potential
I would like to aatache an email to one of my potential deals.
I have setup the mail add-on and the mail account
I figured out how to attache the email to a lead or contact but I don't know
how to attache it to an exsiting potential?
how to attache it to a new potential?
Is there any way the crm track the emails related to the potential and keep record about the correspondence automatically when I send/receive more emails related to this potential?
I usually corresponde with the same customer on multiple deals (potentials) will it be a problem