When a contact is associated to a deal, all email conversations of that contact automatically show up under the deal. In addition to this, you can
Link a conversation from a different contact with this deal
Remove an existing conversation from this deal
To link a conversation from a different contact with a deal:
Go to the conversation either under a Contact detail page or in the Conversations page
Click on more options (three dots)
Select “Link to a deal”
In the pop-up that appears, select the appropriate deal
To un-link an existing conversation:
Go to the deal’s conversations section (in the deal detail page)
Find the email that has to be un-linked and click on more options (three dots)
Select “Remove from this deal”
Note: This feature is currently available for all accounts that signed up after August 7th, 2019. If you are an older customer, and want to enable this for your account, please write to us at [email protected] and we’ll have it enabled.