When composing an email - add option to attach and/or create to an existing/new deal/company/contact

Feature Request
1

I think title is self explanatory. We do have this in reply but not in compose.

1 Like
2

Hi Krstina, thank you for your suggestion!

Currently, when you send an email to a contact that already exists in your Salesmate account (with a matching email address), the email will automatically be associated with that contact — there’s no need to manually attach it.

However, if you’d like to link the email to a specific deal, you can do so after sending it. Simply go to your “Sent” folder, open the email, and you’ll find the option to attach it to a deal from there.

That said, your idea of having the ability to attach or create a new deal, company, or contact while composing an email sounds quite useful. I’ve noted this and will be sharing it with our product team for review.

Thanks again for contributing to the community — keep the great suggestions coming!