Attach new email to existing opportunity RRS feed

  • Question

  • I created a new email outside of an existing opportunity.  I want to attach the new email to the existing CRM opportunity, but am having issues.  How do I link these two items.  I tried "Set Regarding," but am not seeing the email show up in the opportunity after doing so.

    I am assuming that moving forward I should create the new "Email Activity" from within the existing Opportunity.

    Any feedback is appreciated.

    Wednesday, March 27, 2013 6:12 PM


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