Smart Record and Smart Send offer a quicker way of recording emails to related Contacts in Salesforce. LinkPoint Connect checks behind the scenes to identify Contacts that match between the email recipient fields and Salesforce Contacts. The emails are automatically recorded to the matching records without the user launching the LinkPoint Connect Record window. Note that Smart Send and Smart Record do not automatically record to other record types (i.e. Leads) or to other objects (i.e. Opportunity, Case). Users looking for more control over recording should use the Send and Record to Salesforce button as usual. In this section, you will learn how to use Smart Record and Smart Send.
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Recording Emails to Salesforce with Smart Record and Smart Send
- Right click an email in the inbox and select Smart Record to Salesforce from the menu.
- Within an open outbound email, click the Smart Send and Record button.
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