How to Use Deal Email Filter

Deal Email Filter shows you only the emails that belong to the deal you are viewing — not every email from the same contact.

[TODO: Day 3-4] Full how-to-use content with screenshots will be written during the sprint. Below is the structural outline.

Getting started

1. Open a deal

Navigate to any deal in your monday.com CRM board and open the item view.

2. Click the Deal Email Filter tab

The app appears as a tab alongside your other item views. Click it to see filtered emails.

3. That's it

Emails are automatically filtered to show only conversations relevant to this deal. No configuration needed.

Linking and hiding emails

If an email should belong to this deal but was filtered out, click the link button to pin it. If an email is irrelevant, click hide to remove it from view.

When you link an email, all replies in the same thread automatically follow to this deal.

Thread collapse

Email threads are grouped together. Click a thread to expand and see all messages in the conversation.

FAQ

Does the app modify my emails?
No. The app only changes which emails are displayed. Your actual emails and the Emails & Activities widget are untouched.

What happens if I uninstall?
Your link/hide preferences are cleared. Reinstalling starts fresh.

Need help? Contact support@nichcraft.com