Emails from contact roles can be linked to a deal in CRM

Emails from contact roles can be linked to a deal in CRM

Hello everyone,
From today, organizations (where all users are using the latest email configuration) will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts are linked to deals.
This is an improvement that's been requested by many users and has been long in the making. Now, it's finally here!
Here is a short demo that shows this improvement in action:

Let's look at this enhancement in some more detail.

Pain point: Viewing and linking emails from multiple contacts to a deal 

During the sales process, your sales team interacts with many members from your client's organization, including:
  • Your sales champion
  • Project sponsor
  • Purchasing manager
  • IT team lead
  • Accountant
  • Legal counsel
  • Department managers
  • Team leads
  • Executive leaders
  • Contractors, and so on.
You can associate multiple contacts to a single deal. There would be a single, primary contact and the rest would be added as contact roles.
Interactions with these contacts usually happen via email. Previously, you could only view and link incoming emails from the primary contact with a deal. There was no provision to view or link the emails from the rest of the stakeholders (contact roles).
This meant that every time you wanted to get a comprehensive view of email conversations related to a deal, you had to fish out those emails by going through the inboxes of the individual stakeholders.
Now, you can view emails sent from contact roles within a deal's record. In addition, you'll be able to link those emails to that deal.

You can review previous email exchanges, and understand the evolution of discussions, decisions, and negotiations. It also allows for easy access and reference to the entire conversation history, ensuring all relevant information is available and not scattered across individual inboxes.
To learn more about this feature, please refer to this help doc: Email Association With Deals.

    Zoho Developer Community

                              Zoho Desk Resources

                              • Desk Community Learning Series

                              • Digest

                              • Functions

                              • Meetups

                              • Kbase

                              • Resources

                              • Glossary

                              • Desk Marketplace

                              • MVP Corner

                              • Word of the Day

                                  Zoho Marketing Automation
                                          • Sticky Posts

                                          • New capabilities for custom buttons: Elevate UX and CX with just a click!

                                            -------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happy
                                          • Enrich your CRM data and keep them updated

                                            You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                          • Introducing Zia Presentation in Zoho CRM

                                            ----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can access
                                          • Zoho CRM Digest - February 2024

                                            We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
                                          • Canvas templates can now be shared with different CRM organizations

                                            ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

                                          Manage your brands on social media

                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources

                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources

                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources

                                                            Zoho Sprints Resources

                                                              Qntrl Resources

                                                                Zoho Creator Resources

                                                                  Zoho WorkDrive Resources

                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series

                                                                      • Tips


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Digest


                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner



                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now