Possible Solution to link Deal with Lead Inbox "Messaging" Beta function
Hi, we are using the Lead Inbox "Messaging" Beta function for internal workflows. Now we do have the challenge, that we can't link Deals with incoming replies over the Phone number or any information from person fields.
To look for deals to link via the deal title is not a option for us, does anyone have an idea how we can get the selection of deals, linked to the person of the conversation, using the phone number or email of the person?
Every input is appreciated.