Communications can be linked to any module within the system; such as Contacts, Objects, Products and Opportunities. This applies for Standard and Scheduled Communications. When linking Communications, they will appear on both the contact and the module’s profile pages.
To link Communications to a module:
- Create a new or edit an existing Communication on a contact or module profile page.
- Inside the Tag With field, start typing the name of the desired module.
- Save the Communication. The Communication will now display on both module profile pages.