Page Layout

How to link or remove an email conversation from a specific deal?

Modified on: Thu, 22 Aug, 2019 at 12:00 PM


Applicable plans
Sprout Blossom Garden EstateForest


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

  1. Link a conversation from a different contact with this deal

  2. Remove an existing conversation from this deal


To link a conversation from a different contact with a deal:

  1. Go to the conversation either under a Contact detail page or in the Conversations page

  2. Click on more options (three dots)

  3. Select “Link to a deal”

  4. In the pop-up that appears, select the appropriate deal



To un-link an existing conversation:

  1. Go to the deal’s conversations section (in the deal detail page)

  2. Find the email that has to be un-linked and click on more options (three dots)

  3. 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 support@freshsales.io and we’ll have it enabled.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial

How to link or remove an email conversation from a specific deal?

Modified on: Thu, 22 Aug, 2019 at 12:00 PM


Applicable plans
Sprout Blossom Garden EstateForest


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

  1. Link a conversation from a different contact with this deal

  2. Remove an existing conversation from this deal


To link a conversation from a different contact with a deal:

  1. Go to the conversation either under a Contact detail page or in the Conversations page

  2. Click on more options (three dots)

  3. Select “Link to a deal”

  4. In the pop-up that appears, select the appropriate deal



To un-link an existing conversation:

  1. Go to the deal’s conversations section (in the deal detail page)

  2. Find the email that has to be un-linked and click on more options (three dots)

  3. 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 support@freshsales.io and we’ll have it enabled.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial