Email contact that is in multiple deals
Mar 3, 2020 6:48 AM
I’m working with a client, who has multiple deals for the same contacts. For example he could be working on 3 projects (deals) and those three project have 4 different contacts, but 1 contact might be on all 3.
This is all fine and works well.
The trouble they are having is when they are emailing a contact, the email is being added to all deals and as such confusing for our client when they look at a deal as it hold a lot of unrelated information - or relating to another deal)
Is there anyway to not automatically store information via emails into deals? They could then ‘assign’ the emails they want to pop in there.