Mar 26, 202412:22 AM - edited Mar 26, 202412:23 AM
Contributor
Incoming emails are not logged to my deal
SOLVE
OK I found this page and it seems like it is impossible to have any emails automatically associated with a deal.
The only exception is to use the conversation inbox for all your emails. In other words it forces you to discard your email client and use a custom one. That is out of the question
I'm a bit shocked because basically this does not have the function of a CRM then. Like a new car that has no wheels, doesn't matter how fancy the rest of the features are.
Thanks for pointing those out I am actually creating the deal via API and associating an email address.
I'm not seeing these options in a created deal
so I assume this means it's just importing the any existing activity at the time of creation of which there will be none
I'm also finding in a thread that is assigned to a deal, if I do a reply from Gmail it is not adding to the deal. It only adds my reply to the contact and company
in other words nothing ever seems to be added to a deal automatically. I have to do every single step manually ????