Skip to main content

Change the default logic of how email copies attach to Deals cards

Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

Teamgate CRM allows attaching the copies of email communication with customers to Leads, People, Companies and Deals cards. To learn more please see the article: How to automatically attach email copies to Teamgate?

By default - all the emails sent to the buyer's email address will attach to the deal card as well (if there is only one active deal associated with a buyer). If the buyer has several active deals associated with it - the emails will not attach to deal card.

default-logic-email-attachment-in-deals-card-Teamgate-CRM.png

The default logic may be manually changed in the My Profile > Email Settings > Automatic linking to Deals:

Email-settings-EN.png

1.1. If the contact has only one active deal assigned to it - you may choose one of the following logic:

1.2. Attach emails to deals by the default logic - attach emails only if there is one active deal assigned to the contact - move the slider to right.

move-slieder-to-the-right-Teamgate-settings.png

1.3. If you do not want to attach emails at all - move the slider to left.

do-not-attach-emails-to-deals-Teamgate-CRM.png

2. If the contact has more than one active deal assigned to it - you may choose one of the following logic:

2.1. Do not attach emails to deals when the contact has more than one deal attached to it. Expand the drop-down menu and select Do not assign.

do-not-assign-emails-to-deals-Teamgate-settings.png

2.2. Attach all emails to the newest deal created. The system will attach all emails received/sent to newest deal card assigned to the buyer. Expand the drop-down menu and select Newest active deal.

Please note: there is a risk to mess up your communication history. We recommend deleting emails that do not belong to the particular deals.

assign-to-newest-active-deal-Teamgate-settings.png

2.3. Assign all emails to all active deals. If the buyer has more than one active deal assigned to it - all the emails received will be attached to all active deals. Expand the drop-down menu and select All active deals.

Please note: there is a risk to mess up your communication history. We recommend deleting emails that do not belong to the particular deals.

all-active-deals-assign-emails-Teamgate-settings.png
Did this answer your question?