Forum Discussion

jas_infront's avatar
jas_infront
Copper Contributor
Jun 03, 2024

Copilot for Sales - tracking a Reply to already sent email

Dear all,

 

Saving emails with Copilot for Sales form Outlook works as intended except in once case. 

When a sales person first sends an email to a CRM contact - it will be tracked in CRM. 

If there is no response the Sales will reply to that same email (that is already saved in CRM) to the same CRM contact person - which should be the same thread, but that Replay email is not being saved in CRM. The Sales would have to go and save it manually again.

 

Is there a reason for this? 

 

Thank you

Kind regards

Jasmina

CRM Data Entry
Sales Productivity

1 Reply

Sort By
  • Jordy_Decock's avatar
    Jordy_Decock
    Copper Contributor
    Jun 06, 2025

    Bump, I noticed this is still a thing.

    Anyone who has a solution for this? The tracking part is intended to make sure the communication is visible for management to keep track, or for colleagues when a person is on holiday. Having the person have to track again when he gets no response is doomed to be forgotten and to spam the customer, because you don't see previous communication.

Resources