Is there a possibility to automatically set the Save correspondence to Salesforce option for every new Contact or Lead?
Unfortunately, no. The current version of SalesDesktop does not provide such possibility. This option has been turned off for every new Contact or Lead. You can manually turn it on for every item. Adding a Track Conversation field to the Contacts or Leads list view makes it easier to control the status of this field. When this field is added to the view, you can change the status of the Save Correspondence to Salesforce field with just drag&drop. All you need: • Add the Save correspondence to Salesforce field to the view.