Logging email to Salesforce

To log an email to Salesforce click the "Home" button in the main menu and select the 'Log email' menu item:

A pre-populated list of cards, potential relationships, will show. If you don't see a desired related lead/contact/account/opportunity card in the list use the search box to find more records.

To log the email simply check boxes for the desired related records and click save.

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