Link/Unlink emails to deals (from a deal)
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.
Comments
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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".
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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.
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Thank you all for your feedback! We are currently working on improving the linking functionality and plan on releasing some enhancements to linking entry points soon. Thanks again for sharing your thoughts.
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Hello! We’ve started rolling out an update that lets you link & unlink email threads directly from detail views and the Sales Inbox list view. More info here: Updates to Email Linking.
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