DEALS - Communication Sales Team

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New Member

HI All

 

I would like to register in the CRM (deals) my team communication (customer service, logistics) related to a deal.

 

Can I do it automatically or i need to copy paste every time the communication under the deal?

 

thanks a lot

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Community Manager

Hi @giovannisala thanks for your post. If you have associated contacts or companies on the deal record, you should see that timeline activity also reflected on that record. For more information, check out this Knowldege Doc: Which contact and company activities appear on the deal timeline?

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