Email Sync with Deal Participants?
josiahlee_harbingermarketing
Member Posts: 2 VERIFIED MEMBER
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that deal, unless you do so manually or use Smart BCC. Are there any new developments in this area?
1
Comments
-
Hi @josiahlee_harbingermarketing that is not planned in the near future, but I will register the feedback for our team.
So we can better understand, can you share more about your process? For example, are the deal participants involved in any other deal than the one they’re the participants for?0