Is there a way to change how notes, emails, calls, etc associate to a new deal? For example, when I create a new deal (Deal A) under a contact who already has one or more deals associated to them (Deals B, C, D)...all of the emails, notes, tasks, etc from Deals B, C, D all associate to Deal A. This creates a lot of unnecessary work on my Project Managers who have to go in & remove the association in Deal A. Would love to have the abilitiy to choose to associate all activity or to not associate all exisiting activity.
... Exibir mais