Auto tag deal with contact

Smart CRM & Sales Hub CRM
1

Once a contact has been added to the deal is there a way to auto-tag the deal into that contact each time I email, task or add activity. I am having to add the deal each time I task etc.

A deal was created under that contact and yet the deal tag has to be added manually to each communication or note. If I add others to the deal all task etc have to be edited individually adding a “deal” tag.

2

Hi @BillR1

This seems to be the current behaviour of the system.

The only workaround, I believe, is to send the email or create the activity from the deal record itself - otherwise it has to be manually associated.

Hope this helps.