Link/Unlink emails to deals (from a deal)

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Bruce Bignell
Bruce Bignell Member Posts: 16 VERIFIED MEMBER
First Comment First Anniversary 5 Up Votes 5 Likes

The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox.

This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.

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  • Matěj Kříž
    Matěj Kříž Member Posts: 105 VERIFIED MEMBER
    5 Likes First Comment First Anniversary Photogenic
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    + the same from the PERSON view.

    In the PERSON detail view you see email history, you can do lot of things with email message BUT NOT to LINK IT to a DEAL, LEAD OR PROJECT please add the button "LINK TO A DEAL, LEAD OR PROJECT".

  • Jonas Rajanto
    Jonas Rajanto Member Posts: 12 VERIFIED MEMBER
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    +1. I would even just appreciate a link (in the same context menu in Matej's screenshot) to the email conversation in the Sales Inbox.