Autolink contact history to deal

lukeoz
lukeoz Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

Fairly new to Pipedrive so apologies if this has been answered in the past but I find it strange that it's not immediately obvious, particularly when it's a given with other CRMs.

However, I'm trying to link contact history with the deal they're associated to. Reason being the wider business needs to be able to view the history with the contact to get context on the deal. I've been through the typical FAQs and I can't seem to find a straightforward answer.

Is this possible and how?

Thanks in advance.

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Answers

  • Edie Mew
    Edie Mew Member Posts: 168 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    #2

    Hi @lukeoz

    When a person or organisation is linked to a deal, then all the communication history is automatically logged against the contact. So over time you will notice a person or organisation with lots of different notes, activities and emails associated with them, but they could be linked to different deals.

    So when you open a new deal, with the contact and/or organisation linked, you then click on the person or organisation to view their detail view, and you will see the communication history

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