Display Email Labels in Deal and Person Timeline Views

CalvinHP
CalvinHP Member Posts: 3 VERIFIED MEMBER
First Comment Photogenic

Current Limitation: Email labels created in the Sales Inbox are only visible within the inbox itself. When viewing emails in Deal timeline views or Person timeline views, these helpful labels disappear completely.

Requested Enhancement: Make email labels visible in Deal and Person timeline/history views, displayed with their assigned colors similar to how Activity priority fields are currently shown.

Business Value:

  • Quickly identify important or categorized emails when scrolling through Deal history
  • Maintain email organization context outside of the Sales Inbox
  • Improve workflow efficiency by reducing need to switch between views
  • Leverage the visual impact of colored labels to draw attention to critical communications

Use Case Example: When reviewing a Deal's history, a sales rep could immediately spot emails tagged as "Contract Discussion" (red label) or "Follow-up Required" (yellow label) without having to open each email or navigate back to the Sales Inbox.

This enhancement would significantly improve the utility of the existing email labeling system by making it truly integrated across the platform.

2
2 votes

Submitted · Last Updated

Comments

  • Guy Renko
    Guy Renko Member Posts: 32 VERIFIED MEMBER
    10 Comments Name Dropper Photogenic

    Also, just being able to actually sort the created Email labels into a coherent order or at the very least alphabetical would make email labels much more usable.

    Currently, each new email label is created at the bottom of the list.