Separate my deals

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When I select an individual deal on my board (Berry Prescott for instance), every single deal shows up in the center info. Even deals that are assigned to separate owners. How do I, from my board, select the deal, then see only that deal info, not all the deals?2019-10-07.png

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Community Manager

Hi @Saundra,

 

Are you referring to seeing emails and information that are associated with the contact or company, but not this specific deal? If so, you can determine whether these emails and activities are logged to the deal timeline when sending emails from within the CRM. However, when sending from your inbox, there is no setting to determine which deals the emails will log to. 

 

For more information on this, I wanted to share this resource.

 

Thank you,
Jenny


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