How to link email conversations to Deals?

Modified on: Wed, 15 Jul, 2020 at 7:09 PM


Applicable plans
Sprout Blossom Garden Estate Forest

Freshsales gives you the option to link email conversations to leads, contacts, and deals.


To link emails to deals,

  1. Go to Profile icon > Settings.

  2. Under the Email Settings tab, enable the option Link emails to deal.

  3. Click Save.


The above configuration is a global setting. In order to associate an email when it is sent or received to all open deals of the email recipients, users can enable this checkbox. If you don't want a particular mail (like a confidential price quote) that you are sending to be listed under a deal's 'Recent conversations' section, you can prevent this from happening.

At the bottom of your email compose overlay, click the three dots icon and disable the checkbox Link conversation to Deal.

Note: 

  • The global setting is the default setting and is reflected in the checkbox of the email compose overlay too.

  • You can enable or disable this as per your requirement.


You can view the conversations related to a deal in the Recent Conversations section in the details page of a deal.



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How to link email conversations to Deals?

Modified on: Wed, 15 Jul, 2020 at 7:09 PM


Applicable plans
Sprout Blossom Garden Estate Forest

Freshsales gives you the option to link email conversations to leads, contacts, and deals.


To link emails to deals,

  1. Go to Profile icon > Settings.

  2. Under the Email Settings tab, enable the option Link emails to deal.

  3. Click Save.


The above configuration is a global setting. In order to associate an email when it is sent or received to all open deals of the email recipients, users can enable this checkbox. If you don't want a particular mail (like a confidential price quote) that you are sending to be listed under a deal's 'Recent conversations' section, you can prevent this from happening.

At the bottom of your email compose overlay, click the three dots icon and disable the checkbox Link conversation to Deal.

Note: 

  • The global setting is the default setting and is reflected in the checkbox of the email compose overlay too.

  • You can enable or disable this as per your requirement.


You can view the conversations related to a deal in the Recent Conversations section in the details page of a deal.



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