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How do I create a task, event, workflow or opportunity from an email?
How do I create a task, event, workflow or opportunity from an email?
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Written by Team Wealthbox
Updated over a week ago

Yes, you can create and link a task, event, workflow or opportunity from an email by using the below icons:

After you have created the task, event, workflow or opportunity, it will show that it is linked to that particular email:

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