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MariaJSalazarL
Participant | Elite Partner
Participant | Elite Partner

Association between company and deal activities

Hello, there!
I have a case with a client who is facing problems with associations. Despite he has all the associations between companies and deals, the company activity doesn't duplicate automatically in the deal activity record. He's especially complicated with emails because he needs to have all the information set in every object.
I know he could associate an existing activity with another record manually, but does anyone know a best practice to avoid doing that with every single case?
Thanks in advance 

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1 Reply 1
BérangèreL
Community Manager
Community Manager

Association between company and deal activities

Hi @MariaJSalazarL,

Thank you for reaching out to the Community!


You' d like to have emails (or other activities) logged onto company and deal records automatically. Let me know if that's not the case.

I'd like to share this article for information "Associate activities with records".

I'd like to ask our Top Experts about this: Hi @Josh@JenBergren and @AdamLPW do you have suggestions to help @MariaJSalazarL, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you so much ❤️ and have a wonderful day!

Best,
Bérangère


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