Send emails from deal in mobile app

It is crucial to be able to send emails directly from the deal in the mobile app. Or, when sending emails from the contact, to be able to associate that email with both the contact and a related deal, like you can from the website. 

 

Our field sales team is often on the road during the day as they travel between appointments and frequently correspond with customers from their phones. They can send those emails from the contact using the mobile app, but there's no way currently via the app to associate those emails with the deal, which is where all of the relevant sales activity is actually being tracked and recorded. 

3 Commentaires
Nouveau contributeur | Partenaire solutions Platinum
Nouveau contributeur | Partenaire solutions Platinum

We really need this solution please !

Nouveau contributeur

We are experiencing the same issue. Our sales guys spend 4 days on the road and work from the mobile app. They need to contact customers and be able to link those calls and emails to deals. we have automated tasks on open deals (follow up...) and they keep getting notifications even though contact was made. 

Nouveau membre

I use Hupspot app daily starting calls from deals and tasks, and I spend a lot of unnecessary time to link these calls to the right deal. Please upgrade! Thanks.