Mail Search for Contacts, Organizations, and Deals

AaronEsau · 2023-04-18T15:02:15+00:00

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When I have a contact, organization, or deal open, I would like to be able to conduct a search but only for those emails that are currently assigned/linked to that deal. I can filter on all emails for that deal, but some of my deals have a LOT of emails and I want to just search them for key words/text.

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GraceEdstart

Agreed! When composing emails within a specific organisation, it would greatly enhance user experience if the platform could intelligently prioritise suggested contacts associated with that organisation as we start typing contact names.

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