Routing emails when dealing with multiple deals, same contact.

Platform discussions monday CRM
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1

We’re a small company and as such manage deals all the way through our value stream. As a result, many of our contacts in the CRM also email us during the project. I’m noticing that emails about a different project are showing up the in the emails & activities timeline of a deal BECAUSE the primary contact happens to be the same person. I need my deal specific emails to show in the timeline ONLY. What functionality exists within MOnday.com to ensure the right emails are filtering to the right deals or projects?

thanks!
Renee

2

I would recommend using the „sent from this item“ filter or the „(this item)“ filter

This will ensure only emails that were sent from a particular deal will be shown and not other emails.

This only works if you actually use Monday.com to send the emails