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Thanks to putting it bluntly 😊
Hi Michael, Thank you very much for your patience The email should be sent to each sales rep to get a list of their contacts.About the buttons' action, it is not required for the link to add people to the opportunity, that's why I was thinking to create a fake link with a query string to record ju...
Hi Michael,thanks for replying and asking these questions, they're definitely helpful to clear my ideas. The email will be an internal distribution to be sent to the sales team. Basically, they want to make it easy for the salespeople to determine which contacts they can add to an opportunity and wh...