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author's profile photo Hairong Chen
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Hairong Chen

Reallocate the inbound b2b email

Posted on Sep 18, 2019 at 10:50 AM 47 Views Last edit Oct 23, 2019 at 12:48 AM 2 rev.

Hi experts,

the inbound b2b email is activated in our system.

Our scenario is: the employee send the contacts emails and put the cod.b2b email address in cc/bcc. The emails arrive the system. However, If the email address of the TO-party is maintained at more than one contact, the email will be only allocated to the first contact.

My questions are,

- how to reallocate the email to another contact, if the first contact isn't the correct one?

- Can the email be manually allocated to the lead, opportunity etc?

Thanks a lot in advance!

Best regards

Hairong

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1 Answer

  • author's profile photo Khaled Alkafoury
    Khaled Alkafoury
    Posted on Sep 19, 2019 at 11:53 AM
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    Hi,

    Please review the below video for how to manually allocate an emil:

    https://www.youtube.com/watch?v=y4aYFJcOu4Y

    Best regards,

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