Track supplier emails in deals along with the customer ones

[michaeltyrrell]

Hi All,

We would like to track supplier emails in our Deals Activity along with the customer ones, so that we can see both together, rather than looking at the supplier emails in their Contact Activity, has anyone got any ideas on how to achieve this?

[jeyso10 · Accepted solution]

@michaeltyrrell If you add the supplier email addresses as contacts in your portal and then associate them with the deal, then their responses to tracked emails will populate in the deal timeline. Also, if the contact is associated with the deal and their email isn't tracked, you can use the forwarding address in your portal to associate the email to the deal timeline. 

Hope that helps!

[Kyryl]

Hi,

How about if our supplier can be attached to various deals/clients, but for every particular deal we want to track respective emails from a supplier?

For example:

- we have 2 deals: [deal #1 from client #1] and [deal #2 from client #2]

- our supplier/vendor is quoting product #1 for client #1, product #2 for client #2

- for deal/client #1 we want to track emails from the vendor on product #1 only (and not seeing vendor's emails on the product #2 for another client)

[XWestenthanne]

Any Updates on this? 

[Nickthekidd]

Did you ever find a solution to your problem of tracking different supplier contact in different deals?  We're faced with the same challenge...

[AimeeD]

Thanks for the reply @jeyso10 - just what we wanted.

Thanks again for your help!