Add ability to associate conversations with existing deals from Team Inbox (not just through the Contact).
Currently, when out team is working through the Inbox, they cannot associate their replies to specific deals. They have to send the email, go to the contact, and associate the reply. We use the Inbox as a centralized communications Hub, so going back and forth between the Contact and the Inbox to associate emails are unnecessary steps.
Status: Idea Submitted
+1 to this idea. Emails related to deals can come into the inbox from multiple systems (eg. external quoting systems, phone systems, etc) and it would save a lot of time to be able to tie those emails to the existing deal. Currently you have to navigate to the contact record out of the inbox, find the email activity, and associate manually which breaks workflow and wastes time.