Hello everyone,
As a partner, one of the most requested feature among others is to relate the emails to a specific deal/potential when having different deal going on with the same customer. The use case is very simple to understand.
AS IS
As of now the email gets related based on sender/recipeint mail address of the record for every module inside the CRM.
NEED
But think when big companies for different reason have multiple deals with the same customer, such as selling multiple service/product/project etc., where each one of this deal is needed to be manage separately in terms of communication via mail?
What happen now is that when you get inside one of the different deals related to the same customer(record) all the mails exchange with that customer even if they refer to other deals gets fetched inside the same place without any separation. This mean that we need to search among the mail to find the right discussion related to the right deal.
This clearly generate confusion and inefficiency.
DESIRED
It would be really useful to have a sorting/separation of the mails based on deal rather just only based on recipient email address.
Do you think this can be achieved?
Thanks
Sachith