Re-assigning emails to another deal

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Joe_1462
Joe_1462 Member Posts: 23
First Anniversary 5 Up Votes First Comment
edited June 2023 in Ideas and Product Feedback #1

Sometimes emails to to the wrong deal and when I'm in a deal that has an email that does not below there there is no way to change that email to another deal. Currently it can be unlinked from the current deal but there is no way to put it to another deal.

I put it to another deal I would need to search through thousands of emails in my inbox to look for it and then attach it to another day. It would be great if there were a link right below the "Unlink from this conversation" link and add a "Send to another conversation",,,, or even a third option "Copy to another conversation".

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  • S Town
    S Town Member Posts: 2
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    #2
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    Is there an update on this functionality?

  • Mark Haller
    Mark Haller Member Posts: 24
    Name Dropper First Anniversary First Comment Photogenic
    #3
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    Same - is this being actioned!? It's a SUPER BASIC requirement.

  • S Town
    S Town Member Posts: 2
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    #4
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    If you find the email in your inbox you can assign it to the correct deal…..its a bit of messing around but it is possible. It would be better to do it from where you find it in the wrong deal…

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