Multiple deals with one customer.

Not applicable

I work with a partners who brings me a majority of my deals.  I have not contact with the end user instead dealing with the partners.


How do I separate my communications and meetings with my partners by the deal it is related to .  As It is now when I open a deal all my communication with my partner is displayed.



2 Replies

Hi Rhys,


It's not feasible to separate meetings and emails according to specific deals in Outlook Customer Manager. Given the situation, please send us your feedback via the following link.


Since this user has same requirement as yours, you may vote on its feedback. Many features of current programs might be designed and upgraded based on customers’ feedback. Your voice is important for us to improve our products.




Thank you for your feedback.