When I add an activity on the Meetings board, and link it to a deal, it does not show on the expanded view of the deal itself with other activities. However, adding a meeting on the deal view does add the item to the Meetings board. I need this to work both ways. Any advice?
Hi Christen,
I have tested this on my end and when the item is connected, activities created in either item should reflect in both. Can you please make sure no filters are in place that would be filtering out the activities from connected items? 