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Can I relate an email to a task, event, workflow or opportunity?
Can I relate an email to a task, event, workflow or opportunity?
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Written by Wealthbox Team
Updated over a week ago

Yes, you can click the icons at the top of an email to create a task, event, opportunity or start a workflow and the email will automatically be linked to it. You can also view the task/event/workflow/opportunity associated with the email, from within the email:

Finally, you can view the associated email when viewing the task/event/workflow/opportunity:

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