Linking Notes from Organizations to Deals.
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.
Inês Batata Admin Posts: 2,925edited September 2020 #2
Hi @Ryan Gobar !
I see you've already gotten some answers about this from us in another post, so I'll leave it to other users to give you suggestions of possible workarounds for this.
@Marco Govoni @Marcelo Silva any tips you have for Ryan?0