When forwarding an email via the Email Assistant, you can also directly link the email to a specific Deal, Quote, Sales Order, Lead, or Project in Raynet.
Just copy the code of the selected Deal (or Quote, Sales Order, Lead, or Project).
Then paste this code into the subject line of the email. For this to work, you also need to add the email assistant to the BCC, as described in our detailed instructions. Once sent, the email will be linked to that record in Raynet.
See the link to the record on the Email detailed card in Raynet. In our case, to the Deal.
The imported email can be found in the History of an Account, Contact, and Deal (or Quote, Sales Order, Lead, Project).