Newbie with a deal question
Feb 22, 2021 3:12 PM
Hi I am new and have a free account.
I am trying to take a contact to the deal stage but when I do, the previous logged email he sent us disappears. It seems that his correspondence should follow him from a contact to a deal.
I go to the contact and create a deal or create a deal and add a contact, but I get the same problem.
What am I missing?