Creating deals from contacts
Hi everyone, as I am new to Pipedrive and am still getting used to the features within it, I have a question.
Currently, my company create deals directly from the deal section and non of the previous communication threads for that contact that are in the contact section are visible in the new deal.
When I create a contact and communicate with that person, all the emails and such like are recorded in the contact section. If I was to create a deal from the contact section, would all the communication threads be transferred to the deal section of that person?
If there is a way of connecting or transferring/copying the communication threads from the contact section to the deal section I would be appreciative if you could tell me how to do it.