You would like to add an email to a Lead or Opportunity using the Outlook add-in. However, the options Lead and Opportunity are greyed-out.
SAP Cloud for Customer
Reproducing the Issue
Log in to the Outlook add-in.
- Click Add E-Mail.
The window shown in the screenshot will open.
- Click Add Reference.
Result: The option Opportunity and Lead are greyed-out.
- Select Account.
- Choose the account that your opportunity/lead has.
Result: The option Opportunity and Lead will now be available.
It is not possible to add an e-mail to a lead/opportunty which does not have an account using the Outlook add-in.
You can manually add the e-mail to the Leads/Opportunities Attachments facet in the UI.
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