Link specific email to a deal, to allow others to see email details.
With me, most of the deal communication is via email. Specific emails need to be linked to the deal. Currently all emails to the contact are listed, and other team members can't see these emails. Saving each email to PDF and then attaching or logging a note, not practical. Ideally this needs to be done in outlook. (perhaps via BCC to specific deal email code, but would be nice to link previous email as well, before deal created)
Lance du Toit shared this idea
I would add to this.......when receiving email.....enable assigning to new deal, just as you would add to task