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

Options
Martin Pecha_2338
Martin Pecha_2338 Member Posts: 146
First Anniversary 5 Up Votes 5 Likes First Comment
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

This discussion has been closed.