Should I add activities and link emails to company or contact records?
Generally, we recommend you set-up your Solve account to mirror reality. In real life you’re dealing with actual people, not a company. Apply this methodology to your Solve CRM account. Create contact records for people you interact with and assign activities, link emails and add notes to these contacts. Linking emails to contacts instead of companies is generally much smoother as many companies can often share similar names (contacts link messages by email address).
You can then use the “Related To” and “Company” fields to connect your contact records to their parent company record.
This allows you to quickly view which contacts are involved with each company. You can also apply Solve’s “Show related activities” feature to succinctly pull in all “related” dealings surrounding a company onto a single activity feed.