Automatic logging of historic correspondence onto the Deal pageSOLVE
Does anyone know if there's a way to get the Deal page for a company to show the correspondence that's been had with that company before the Deal itself was created?
At the moment, when I or a team member creates a Deal for existing companies, the Deal page is blank and only starts displaying emails/calls etc made from that point onwards. But the Company page is full of emails, notes, meetings and what not and I want to make all that be on the Deal.
What I'm trying to do is make the Deal page a 'one stop shop' for the team members I send out on product demonstrations; the dream is that everything they could possibly need to know will be on page - rather than having multiple tabs open for deal, company, contact... not an easy thing to do while on the move!
Can this be done? Thanks!
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