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If a contact has multiple deals, which deal are email activities associated to?

Maria Herrell
Updated 1 year ago

Within your Pipeline you may have a contact associated to multiple deals. If you use our email sync or bcc functionality any email correspondence is automatically associated to a deal with that contact, but which one?

Email correspondence is automatically associated to the deal which was most recently updated. You can quickly check this by going to the person's profile page and viewing the deals section. By looking at the updated column you can check which deal was most recently updated.

In order to prevent new email correspondence appearing on older deals you can either archive the old deal once it has been closed or make a small update to the desired deal to ensure that it is the most recently updated.

If you notice that emails have been attached to the wrong deal you can always update the association from the contact's activity feed (note: it is not possible to change the deal association from the deal activity feed).

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