If a Contact has multiple Deals associated with them, all of that Contact's emails normally appear together, making it hard to find the ones relevant to a specific Deal. Zoho CRM lets you associate emails with individual Deals instead, so deal-specific conversations are easier to find without searching through everything at once.
Two ways to associate emails with a Deal
- Automatically. Zoho CRM can link a Contact's emails to a Deal based on a predefined prediction pattern.
- Manually. You can manually link a specific email to a Deal yourself, for cases where the automatic pattern doesn't pick it up.
Where associated emails show up
Once associated, emails become visible in two separate views: the emails associated specifically with that Deal, and the emails associated with the Contact more broadly. You can edit or unlink an association at any time if it's linked to the wrong Deal.
Note: If a Deal has multiple Contacts associated with it, those Contacts are added as Contact Roles on that Deal, and emails belonging to any of those Contact Roles are shown under the Deal as well, not just emails from a single primary Contact.
Need help? 1 Cloud Consultants can help you set up email association rules and Contact Roles so the right conversations show up against the right Deal.
Book a discovery call with 1 Cloud Consultants.