Adding an email to a deal card will help you to enhance your communication process. Following these steps, you can map one email conversation with a deal card.
- Navigate to Work Email inbox
- Select the particular email and go to the details of the email.
- Click on the 3 ellipses and click save email to card
- A pop-up window will open where you need to Select the Pipeline and the deal card from the dropdown with which you want to map the email.
- Click on Map Email.
- You will get a notification saying: