Hi Team - I'd like to highlight a feature requirement that shall help in avoiding repetitive manual task.

If some contacts are assigned to a single deal only and there is mail communication with those contacts, then the emails should sync automatically with the particular deal.

 

Currently this happens only for the primary contact that is assigned to the deal. The emails from the secondary/tertiary or other contacts needs to be linked with the deal manually from the mail box. This is time consuming and can be automated.

 

I understand it should not be possible if a contact has more than 1 deal assigned, but if they have just 1 deal assigned, its best to get them linked automatically - or at least give a selection if we want to get the mail linked automatically or not.

 

PS: Already escalated this with the support team.

 

Look forward to some resolution for this.

 

Thanks -