Have an option to create an activity when sending an email to an influencer from the desktop app, same as you can in Flex.
Mark Knight
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Everyone |
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What problem is your idea trying to solve?
Manual creation of an activity for an email send to an influencer within SalesLink. |
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Got it. Thanks Mark. I'll look for other dealers to pile on to this. I'm thinking it could be a prompt for whether the user wants to add an activity after they click on that link similar to how it behaves today in SalesLink Flex.
Yes, that is correct, refer attached.
Do you mean the email link that appears in an influencer's card on the Customer Info page?