The activity task is not retained.
I'm new to Pipedrive.
From the contact tab, I click on the contact name.
1) I added the activity to follow up via email
2) I added the deal.
The activity does not appear in the next activity column when I go to the deals tab. But it is showing up when I go back to the contacts tab.
So then I have to go into the deals tab, select the contact and re-add the activity there but it's duplicate work.
What am I doing wrong? Thanks!