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How to get related Opportunites/Leads of a contact in Outlook — Cloud Customer Connect
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How to get related Opportunites/Leads of a contact in Outlook

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edited Jul 16, 2021 7:17AM in Sales 2 comments

Summary

How to get related Opportunites/Leads of a contact in Outlook

Content

Hi

While drafting email from Outlook and if we enter email id in the To field and click on share with sales cloud button respective Contact and Account are automatically coming up which are associated to that email. In the same way how can we fetch/show the Opportunity & Leads of the respective contact.

Is there any way to show the respective opportunities/Leads of the contact.

Any help/Suggestion ? 

Thank You,
Prudhvi

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