Linking Notes from Organizations to Deals.

Ryan Gobar
Ryan Gobar Posts: 3

When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. 

If I email the contact from the deal view it shows up as it should within the feed of the organization. 

However, I cannot seem to find a way to have notes made on the organization page to show up on the deal view of the individual. 

Ex: I make notes on all of the pain points of the organization I am targeting on the organization's page. I then create a deal with one of the people in the organization. 

How do I get the notes with the pain points to show on the deal page when I message the individual? If I make a note on the deal page the note then shows up on the organization feed, but I can't make it go the other way.

Thanks,

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