Historical Email Sync for Mid-Cycle Contacts
Will historical emails sync to a deal if a contact is added mid-cycle?
No, historical emails will not sync to a deal if a contact is added mid-cycle.
Only new email conversations with the contact will sync to the deal. Historical emails sent before the contact was added will remain visible only on the contact's page. This is important to consider when adding contacts to deals during the sales process.
More related questions
How do emails become visible on a deal in Zendesk?
Emails become visible on a deal based on where you send them, the qualities of the associated contact, and the stage of the deal. If you send an email from the associated contact's page, it will sync to all active deals of that contact. Sending an…
What happens to email visibility when a deal is closed in Zendesk?
When a deal is closed in Zendesk, email conversations with associated contacts will no longer sync to the deal. This means that any new emails sent to contacts associated with a closed deal will not appear on that deal. However, they will still be…
Can I remove an email from a deal in Zendesk?
Yes, you can remove an email from a deal in Zendesk by using the Options menu. To do this, click into the email message, open the Options menu on the right side, and select 'Remove from deal'. This action will remove the email from the deal but…
How does the 'Email conversations visible' setting affect email visibility on deals?
The 'Email conversations visible' setting can override the Global email visibility setting for deals. If you have multiple contacts on the same deal and disable the visibility setting using this filter, it won't affect or remove future emails from…
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