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 email from a specific deal's page ensures it appears on that deal and any other deals associated with the Primary Contact. Emails sent outside of Zendesk Sell will sync to all active deals of the contact. If a contact is added to a deal mid-cycle, only new emails will sync to the deal. For more details, check out theoriginal article.
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…
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…
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…
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….