Automatically linking Tasks and Emails
When sending an email to a contact or a lead (which are linked to an Opportunity or Project), is there any way to have that email also automatically linked to the Opportunity? Likewise, when adding a new task, is it possible to have that task appear across all associated contacts, leads, and opportunities?
Right now, every time I send an email, be it through Gmail, I have to go back and manually link it to the Opportunity, and lead. Also, if I send the email to the Lead in Insightly, I still also have to go back and link to Opportunity. This is a big waste of time. Is there a better way to do this?
I want to be able to go into Opportunity or Project and see the full scope and current status without having to do investigative work to dig back through the Lead and Contact to piece together what is going on. As I am using it so far, I don't see a way to send messages directly from Opportunities, so I end up in the situation described above.