How can I link multiple e-mails to one deal

ilpet
ilpet Member Posts: 5 VERIFIED MEMBER
Second Anniversary Photogenic
edited July 2022 in Sales CRM #1

By receiving e-mails it would be necessary to have to option to select multiple e-mails and link them to one deal. How is it possible? 

  • automatic deal suggestion does not work in many cases or does not add the emails to the relevant deal.  

 

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  • Franki_SaaShop
    Franki_SaaShop Member Posts: 6 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic
    edited June 2022 #2

    If you add the person to the deal as a participant it will link emails to that deal. You can then see all communications with anyone involved in on the deal page.

  • svamann
    svamann Member Posts: 63 VERIFIED MEMBER
    25 Up Votes 10 Comments First Anniversary Name Dropper
    edited June 2022 #3

    Unfortunately, I'm not aware of a way to link/unlink multiple emails manually via the Web UI. If auto-linking doesn't do the trick (e.g., if the contact has multiple deals) it's just lots of clicking...

    Imho it would be great already, if we could change the deal link directly in the list in the inbox, instead of having to descend to the details of every single email!

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