Start a new topic

Add CRM Communications Area for Field Mapping

 In the Field Mapping section of Email Activities Formula. We would like to add an area for Communications. Currently we store our email campaign information in that area rather than Interactions.


Hi Michael, 


Can you tell me more about how you store the email activity in BBCRM under Communications? Do you all have the Email Activity tab enabled/configured in BBCRM or do you use one of the other Communications tabs? 


Thanks!


Chanel Floyd

Product Manager - Omatic Cloud

We do not have Email Activity enabled. The is a single communications tab that appears at the same level as "Documentation and Interactions" that would be the tab I am referring to.


I would be happen to jump on a short call if that would be beneficial.

Login or Signup to post a comment