In the shared inbox / conversations inbox, we can currently associate an email with the contact, but not directly with a specific deal.
We would like to be able to:
- Search for an existing deal from the inbox view, and
- Associate the email thread with one or more deals directly there.
It is also important that any attachments/documents from the email are stored on the associated deal under Attachments/files.
Right now, when the conversation is only associated with the contact, the files are not archived on the deal record, so the deal timeline and attachments are incomplete.
This would ensure that:
- All important email communication is visible on the deal timeline, and
- All related documents are available directly on the deal record,
without extra manual work for sales and account managers.