Deals could associate the emails based on the subject or a tag

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New Contributor

Hi everyone,

 

I have found it difficult to track the deals that have the same person(s) involved. All the emails I send to those specific contacts are syncronized with all the deals in which the contacts are involved.

I suggest a connection between the subject of the email, or adding a tag to the email so the software knows which deal is associated with which email.

Did any of you find a workaround or did you at least have this problem.

 

Thank you,

Igor

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Community Manager

Hey @IgorPaiul 

 

A possible workaround could be in the process of creating the email on the contact record you can uncheck the unintended deals so you can control where the email is logged and associate. 

 

I hope this helps.

 

Thank you

Sharon

 

 

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