Emails not logging in deal but logging with contact

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New Contributor

Hi,

The deals I've created are not showing any logged emails with associated contacts but when I click on the individual contact, all the emails are there. How can I have the deal include all contacts' emails inside?

Thanks!

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Community Thought Leader | Diamond Partner

Hi @jacopodes 

 

When you create a deal, you have the option to have contact timeline activities appear on the deal also - this can also be back dated, the default being 30 days.

 

Deals.png

 

Post creation, you can use the 'Associate with' option on individual activities to associate them with any deals also associated with the contact.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Community Thought Leader | Diamond Partner

Hi @jacopodes 

 

When you create a deal, you have the option to have contact timeline activities appear on the deal also - this can also be back dated, the default being 30 days.

 

Deals.png

 

Post creation, you can use the 'Associate with' option on individual activities to associate them with any deals also associated with the contact.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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New Contributor

Hi @Phil_Vallender 

 

Thanks so much - all fixed!

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