M
mochatrpl
Has anyone figured out how to use the feature Collect and Update Data
via Email for sending filtered records? I do not get the option to
update existing data, only add new data when trying this.
I am trying to use the Sales pipeline databae template that you can
get online. It is a good concept yet what I do not want to happen is
for those that I send the email to to be able to see the other
contacts, companies etc that do not pertain to them. I am setting
this up for sales reps in different parts of the states so I only want
them to see their info only.
via Email for sending filtered records? I do not get the option to
update existing data, only add new data when trying this.
I am trying to use the Sales pipeline databae template that you can
get online. It is a good concept yet what I do not want to happen is
for those that I send the email to to be able to see the other
contacts, companies etc that do not pertain to them. I am setting
this up for sales reps in different parts of the states so I only want
them to see their info only.