Problem
When merging two contacts, existing Conversations inbox threads remain tied only to the original contact and do not automatically appear on associated deals. After a merge, users must open each thread and manually add the deal under Associations, which is time‑consuming and error‑prone for high‑volume inboxes.
Who this helps
Sales and success teams that work from Deals and rely on Conversations for email history and context.
Proposed solution
- During the Merge contacts flow, add an optional step: “Also associate conversations to deals.”
- Allow users to:
- Select deals to receive associations (e.g., all open deals for the surviving contact, or choose specific deals).
- Choose a date range for which conversations should be associated (e.g., last 30/90 days or custom dates).
- Define scope (email only vs. email + WhatsApp/SMS; inbound only vs. all threads).
- Run a bulk background job that:
- Associates each selected thread to the chosen deal(s).
- Skips duplicates and honors existing associations.
Why this matters
Preserves complete deal context after merges, reduces manual work, and prevents data gaps in deal timelines used for forecasting, handoffs, and QA.