Why was an email received via BCC Dropbox not associated to the deal?

Why was an email received via BCC Dropbox not associated to the deal?

A BCC Dropbox email is always associated with most recently modified deal that does not have probability value as "0" in its current stage. If the probability is zero then two possibilities are there:
  1. the email will be associated with the next recently modified deal whose probability is not zero.
  2. if no deals are available or all deals have zero probability, then the email will be associated with the contact. 
For example, if a deal is "budget approval stage" that has a probability value as "0", then any email received via BCC Dropbox will not be associated with it. In case the particular contact has Deal 2 which was recently modified and doesn't have "0" as the probability value, then the email will be associated with Deal 2. If no deals are available the email will be automatically associated with the contact.
    • Related Articles

    • Using BCC Dropbox

      When you use multiple email accounts for business, your email communication will be recorded in various mail clients. You can converge all these business communication in a single place, in your Zoho CRM account. For this, you need not configure your ...
    • Using BCC Dropbox

      When you use multiple email accounts for business, your email communication will be recorded in various mail clients. You can converge all these business communication in a single place, in your Zoho CRM account. For this, you need not configure your ...
    • Can Zia identify the intent of an email that came in via the BCC dropbox?

      No, email sentiment and intent will not be analyzed in emails that are received through the BCC dropbox. Email intent is only identified for emails that are received in CRM.
    • Troubleshooting BCC Dropbox

      1. I have set the search pattern to "Search for the recipient's email address in Contacts and Leads. If there are no matching records, then do not create any new records" but new records are still being created. A new record will be created if the ...
    • Can I see all the email added through BCC dropbox in reports?

      Yes, emails added via BCC dropbox can be seen in custom reports created for emails.  To create the report: Go to the Reports module and select Create Report. Select the Primary module. Select Emails in Select related module. Click Continue. ...