Hi Monday. We have a few people in the field that work on multiple deals at once. It gets really confusing in emails & activities when all emails from a person are listed just based on their email address. It doesnt matter if the email is about Deal a, B or C. That email is assocaited with every deal for that person.
Jake is a salesperson who is external to our company. Jake handles many deals and communicates with us using email. During a single day Jake will sends 10 emails about the deals. However, those 10 emails are assocaited to every deal that Jake is working on. In Sales support we open the a single deal and see all 10 emails Jake sent. Only one of those 10 is truely for the deal. The email association makes it look as if Jake is spamming the deals.
We would like Jake to send an email and have it appear in the Emails & Activities section for the Deal it is truely assocaited with.
We would like to have the Updates feature “Write updates via email” for Emails & Activities.
That there be a “copy unquie email address”, that can be used as the CC email address.
Maybe the email association filters could work in the following way:
If the Deal unique email address is included, then associate based that address only. Ignore the other email addresses. (Jake is helping us clean our comms logs)
If there is no Deal unique address, then apply the current behaviour. When in doubt, associate with everything applicable. (Too bad for us we should train our partners)
If Deal unique email address and other addresses are included, the Deal associated the email based on its unqiue address. (Good for us, as the deal gets the email associated, and the CRM Contacts also get the email attached.)
If Deal has multple unique email addresses (aka Jake is being lazy and trying to send one email as an update), then associate the email with each deal.
If I am understanding the issue correctly, filtering the app this way will ensure that only emails associated with that specific deal appear for that item. That said, your point definitely still stands regarding improved filtering methods for the app.
Did you end up find a solution to this problem? We have exactly the same issue with multiple Opps for the same Client and a single email appearing in all…
To solve the problem of emails being associated with all deals a salesperson handles, we can implement a unique email association system in Monday.com. This system will allow each deal to have its own unique email address, ensuring that emails are correctly associated with the relevant deal. Here’s how we can achieve this:
Each deal in Monday.com will be assigned a unique email address.
Salespeople will CC this unique email address when sending emails related to a specific deal.
Monday.com will then filter emails based on the included unique email address, associating the email with the correct deal.
If the unique deal email address is included in an email, the system will associate the email only with that specific deal, ignoring other addresses. If no unique address is provided, the current behavior will apply, associating the email with all applicable deals. For emails with multiple unique addresses, the email will be linked to each corresponding deal.
