Repeat customers will have multiple Deal records in Zoho. Zoho now has a feature where it links emails to/fm Contacts to its best guess at the related deal. If there is more than one Deal open, it will link the email to the deal with the latest modified date. So what if Zoho guessed wrong? You can manually unlink an email from one Deal and connect it to another – here’s how…
- Open the Deal record
- Click Emails in the left gray nav panel
- Click the drop down to the right of the related Email list and select Emails associated with this deal
- Click the “…” menu next to the email subject line
- Select Change or Unlink
