CRM/ Sales Lead: Logging Automated Sales Lead Pipeline Emails

Summary:

A feature request to ensure that emails sent automatically through Sales Lead Pipeline stage changes are logged both in the CRM Email log and the Contact's Communication history for tracking and auditing purposes.

Intended Outcomes:

• Complete tracking of all communications within the CRM, providing a transparent history of interactions with each contact.

• Enhanced ability for users to follow up and review automated communications sent through the pipeline stages.