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How to sync emails automatically to deals

In this how-to guide, you'll learn the simple steps to automatically sync your emails to the "Libre" deal within your project management system.

victoriaworkflowsvictoriaworkflows
·3 steps·69 views·Published

In this how-to guide, you'll learn the simple steps to automatically sync your emails to the "Libre" deal within your project management system. Follow our straightforward instructions to enhance your workflow and keep your communications organized effortlessly.

Step-by-step Guide3 steps

  1. Click Link to existing

    Click Link to existing
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  2. Type "Libre" in Search for a deal or lead

  3. Click Project Libre deal

    Click Project Libre deal
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