One email, multiple deals

We have a third-party that we work with and are looking for a way to consolidate email communications with the applicant and the 3rd party. We’re a broker and talk to the 3rd party on behalf of the applicant. We’re essentially looking for a way to have an email be intelligently routed across multiple leads in addition to the primary email sync for the customer of the lead.

Any tips or avenues to research would be greatly appreciated.


You might find this wiki useful

Feel free to create a new topic if the issue still persists.