Bring contact person Emails and Notes into a new Deal automatically
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StephenC
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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.
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