I have deals that seem to have communication on the contact level, but the emails are not being associated to the deal. Why might this be happening
Hi @HAhmed57,
First, you should check the automatic activity association settings: Set up automatic associations for records and activities
If these are set correctly to associate emails logged to contacts also on deals, then there are additional explanations as to why something might be happening:
- Deal was associated after email was sent
- Person logging the email did not choose to log email to associated deals (e.g. when sending email through sales extension)
- Email association was removed
Best regards
Hi @HAhmed57,
For one-to-one emails you can associate the deal by clicking on the “Associated with” button in bottom right corner of the Email window.
