We use partners as part of our sales. Each deal will have client contacts, and a partner contact.
Sometimes, the same partner contact is associated with multiple deals - each with a different client.
The issue we have is emails relating to ‘client 1’ that include the partner contact, are being saved to deals for ‘client 2’ purely because the same partner contact is associated to both deals.
The partner contact is labelled as a partner - but there doesn’t seem to be anything in the workflow settings to make emails to a lablled contact only save to the primary company of that contact and not to the deal. Often the client contacts are included in the emails, so a copy of the email will already be in the deal.
I don’t think there is a solution to this, but I wanted to check if anyone has a similar issue, and how they deal with it.
