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FAQ

Assigning emails using a record link

Last updated 19 days ago

In the system, you can assign letters to records based on the link in them. This feature is availableIn the Projects, Objects and Opportunities modules.

Opportunity Review:

Viewing Objects and Projects:

Select the copy button of the system record and paste the link in the subject of the letter:

or to the body of the letter:

Then the sent letter will be automatically assigned to the system record: