Hi Dovetail team,
My team is considering including sales dialogues in our research library on Dovetail, with one of the main drivers being the integration with Outlook. However, we’ve encountered a small challenge: our stakeholders in sales are concerned that all sales dialogues might automatically end up in Dovetail, without a way for them to have control over which dialogues they choose to share.
Could you explain how the integration works? Specifically, is there a way for the sales team to enable, disable, or manage which dialogues or recordings are exported to Dovetail?