Switch Email to Different Deal on Deal or Person Detail Page
Could you please add the ability to switch an email from one deal to another inside the Deal page or Person page? Ideally, the drop-down would say "Switch Deal" and I could search for or add a new deal from that option. Right now it's a 3 or 4 step process.
Maybe even create an option that allows you to move many different emails and/or activities from a person or a deal into another deal. I'm often grabbing past activities or emails from a person and moving them into a new deal as the deal emerges.
So, clicking an "Add/Switch Deal" button would allow you to check some or all items in a person or deal's history and move them into the correct deal.