Deal Emails from Contact Roles

Deal Emails from Contact Roles

Let me explain the scenario. We have a Deal X with Account A. Now this Account A is the main point of contact, but Account A uses an external service (for example accounting) of Account B. This Account B has also sent emails from Contact C related to Deal X regarding payment.

Now we have linked Contact C from Account B into the Deal X, and we can see in Account B all emails of Contact C.

The problem is that in the Deal X emails, we can not see the emails of Contact C and cannot bind them to the deal!

It seems like it will only show the emails that were sent to contacts in Account A, even though some emails of Account B go to this email (we use IMAP to sync our Zoho Mail to Zoho CRM).

Is this a limitation of Zoho CRM or is there a way of binding to the deal the emails of Contact C?

Appreciate your help!




      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________