Bring contact person Emails and Notes into a new Deal automatically

StephenC

When a new Deal is created and there is an association with a Contact record (as a "Participant") that person's Emails and Notes should be imported into the deal.

We have prospects who never generate a Deal. Interactions with them are recorded on their Person record. Once converstations have progressed and they have a qualified need, we then create a Deal. There may also be more than one Participant on a Deal, so all the history from them needs to be imported (visible) on the Deal.

This "import" is a one-time event, as emails will be synced automatically from that point onto the Deal.