Why can't I see my emails, calls, meetings from a contact under an associated deal?
May 9, 2018 8:54 PM
I have created a deal and with that deal there is a contact associated to it. When I click on the deal in my pipeline I can't see any of my conversations with the associated contact. Instead I have to go to the contact to see any interactions via email, call, meeting etc. Is there a way that I can simply click on the deal within the pipeline and all my interactions with that contact show up on the deal rather than the individual contact's profile?