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DigitalMatt
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Member since ‎Aug 26, 2019
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Matt Burleigh

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TT on March 20, 2018
How to attach email to a deal?
Hello, We're trying to import email conversations to a deal that was just created. Is there a BCC address that I can send the email conversations to, and assign them to deals? Most of our conversations are emails so this feature is very imp read more
Reply Discussion
12 upvotes
37 Replies
DigitalMatt
Member
June 12, 2020
I also agree, having the option of tracking emails by deal instead of contact is a much better solution for my needs. I work with the same customers...read more
ccds11 on March 17, 2017
Contact or Company Tags?
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
Reply Idea Contacts & Companies
478 upvotes
242 Replies
DigitalMatt
Member
August 26, 2019
Tags would make this CRM way more dynamic for tracking and communication. It is a feature that needs to be implemented. I would be willing to try o...read more
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