How can I link multiple e-mails to one deal

Illyés Péter
Illyés Péter Posts: 4
edited July 20 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.  

 

Comments

  • Franki Fasce_64319
    edited June 28 #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.

  • Sven Amann_76110
    Sven Amann_76110 Posts: 54
    10 Comments 5 Likes 5 Up Votes Photogenic
    edited June 29 #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!