Whether you’re using the Microsoft 365 Integration or the BCC Integration, Buildr enables you to link your emails to their associated opportunities.

When an email is sent to a contact in Buildr, the email will be logged in the activity feed of any project on which the contact is listed in the project directory. If the contact is listed in more than one project directory, Buildr makes it easy for you to select which project the email is linked to.

To begin, simply navigate to the email in the Opportunity activity log & select “Read more.”

Here, you'll see a pop-up window indicating the linked opportunities associated with the email. If you wish to exclude any of the opportunities listed, click the “x” icon on the opportunity & click "Delete."

Conversely, Buildr also enables you to link additional opportunities to your email. To begin, navigate to the email & click "View." Under "Linked Opportunities," click “+ Add Opportunity” and select an opportunity.

The email will then populate in the activity feed for all associated opportunities.