Linking an email to a deal

What linking does

Linking is the core action in Tract. When you link an email to a deal, Tract connects that email to the deal’s record — so everything related to that transaction stays together in one place. Once an email is linked it appears in the deal’s email list, the deal tag shows on the email row in your inbox, and the email becomes part of the deal’s history. From there you can save attached documents to the document center, add dates to the deal timeline, and save contacts to the deal’s people — all without leaving the thread. Linking is what makes the deal page possible. The more emails you link, the more complete the record becomes.

How to link an email

1. Open any email thread in your Tract inbox
2. Look at the right panel — if Tract has detected a likely deal, it will suggest one automatically or you can select link a deal from the quick actions
3. Click Link to Deal to confirm the suggestion, or select a different deal from the dropdown
4. The email is now linked and will appear in the deal’s email list

Linking from inbox

1. Hover the row of the email
2. A menu will appear on the right side
3. Click the link icon (first icon, appears as a chain link)
4. Select the desired deal

Bulk link emails from inbox

1. On the inbox view click the checkbox icon on the top right located next to the search icon. This will expose the option to select multiple emails.
2. Select emails to link
3. A toolbar will be exposed on the top of the inbox once at least one email is selected.
4. Click the link icon (first icon, appears as a chain link)
5. Select the desired deal

Linking email limitations

There’s no limit to how many emails you can link to a single deal. Link every relevant email as it comes in — the more you link, the more complete the deal record becomes.