Emails not logging in deal but logging with contactSOLVE
Jan 15, 2020 7:00 AM
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?
Solved! Go to Solution.
Jan 16, 2020 3:01 AM
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.
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.