Notes from Org to Deal
There doesn't seem to be a way to duplicate all notes, emails, and activities from an organization when creating a deal. We have our SDRs scheduling meetings for our AEs, but when they set the meeting they create a deal. The AE then has to click back to the organization for all the information for the meeting.
Andreia Freixo Posts: 190 CUSTOMER SUPPORTedited February 2022 #2
Thank you for the feedback, it's truly appreciated.
Because organizations can be linked to more than one deal, activities created on the organization page will not link automatically to any deal. However, it's always possible to edit the activity and link it to a specific deal.
Another thing worth mentioning is that if the activity is created on the deal side, then it will automatically assign the organization since a deal can only be linked to one organization.
Hope this can help you in your workflow moving forward!0