Automatic appending emails to deals/organisations and change of company/email address - what happens

Martin Pecha_2338
Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
Third Anniversary 100 Comments 5 Up Votes 5 Likes
edited June 2022 in Sales CRM #1

Hi there,

I have a person, that worked in company A - so all the communication is linked to company A and the deal, where is the person as a deal person.

 

A person has changed to company B. What happens with the communication linked to the previous deals and organizations as well as past email?

 

Martin

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