Availability

Permission Required

Users who have configured IMAP integration can access this feature.

Email Views From the Deals Module

The email communication for a deal is listed in the Email Related lists of the deal and the associated contact. In the Deals module, there are two options to view the associated emails:

• Emails associated with this deal - This is a default option that will display only those emails that are related to the particular deal.
  
• Emails associated with the related contact - This option will display all the emails that are related to the associated contact or contact roles.
  

To select an email view

1. Go to the Deals module and select a record.
   
2. Go to the Emails Related List, then choose one of the following from the drop-down list:
   
   • Emails associated with this deal.
     
   • Emails associated with the related contact.
     

Auto-link Emails by Deal Prediction Mechanism

Zoho CRM automatically links a contact's incoming emails to the deals using the Deal Prediction Method. This linking of emails only happens with deals where the contact is the primary contact. Emails will not be linked automatically to deals where the contact is involved in a contact role.

Note

• During a fresh IMAP configuration, the previous emails will be linked to the deal only if the contact had a single deal associated to it at the time of receipt of the email.
  
• If the contact had more than one open deal the email will not be linked and will be listed under the contact's Email related list and the user can manually link it to the deal. In the Deals module. these emails will be displayed under "Emails associated with the Contact".
  
• Once an email is linked to a deal, within the Deals and the Contacts modules, these emails will display the "linked" icon. By clicking on the icon you can choose to change or unlink the deal.
  

Link, Unlink or Change Deal Manually

To link a deal

1. Go to the Deals module and select a record.
   
2. Go to the Emails Related List, select Emails associated with the Related contact from the drop-down list.
   
3. Select the contact or contact role from the dropdown list.
   
   
   
   
4. Click the Link icon () beside the email.
   
5. In the pop up, choose the deal you want to link the email to.
   Only the deals associated to the contact or contact role will be displayed.
   
   

To unlink or change the deal from Emails associated with related contact

1. Go to the Deals module and select a record.
   
2. Go to the Emails Related List, select Emails associated with the Related contact from the drop-down list.
   
3. Select the contact or contact role from the dropdown list.
   
4. Click the Linked Deal icon in the email and choose the following:
   
   • Unlink Deal - Click this to remove the link.
     
   • Change deal - Choose a new deal to change the currently linked deal.
     
     

To unlink or change the deal from Emails associated with this Deal

1. Go to the Deals module and select a record.
   
2. Go to the Emails Related List, select Emails associated with this Deal from the drop-down list.
   
3. Click the  More link in the email and choose the following:
   
   • Unlink deal - Click this to remove the link.
     
   • Change deal - Choose a new deal to change the currently linked deal.
     
     

Note

 You can also choose to link, unlink or change the deal from within an email.

1. Select an email, from the Deals/Contacts module.
   
2. In the email, do the following:
   
   • Click the down arrow, and choose either Link or Unlink or Change.
     
   • Click the More link in the Linked Deal information and choose Change or Unlink.
     
     

Deactivate IMAP Integration

On IMAP deactivation, the emails that are linked to the deals either manually or based on prediction will be unlinked and a fresh prediction will happen on IMAP reconfiguration.