ISO Mate lets you connect tasks, calendar events, notes, and emails to any lead, opportunity, or deal, giving you a unified record of every follow-up action and interaction. You link records from the matching section on a sales record detail page, and each link is captured in the activity timeline. For each type you can link an existing record or create a new one from the same dialog.
Link tasks
- Open a lead, opportunity, or deal detail page.
- Go to the Tasks section and click the + button.
- Search for an existing task, or switch to the create tab to add a new one and link it in one step.
Use linked tasks for follow-up actions such as “Send proposal by Friday” or “Schedule technical review.” Task status stays visible from the sales record.
Link calendar events
- Open a lead, opportunity, or deal detail page.
- Go to the Calendar Events section and click the + button.
- Search for an existing event, or create a new one on a writable calendar and link it.
Link calendar events for meetings, demos, discovery calls, or any scheduled interaction tied to the record.
Link notes
- Open a lead, opportunity, or deal detail page.
- Go to the Notes section and click the + button.
- Search for an existing note, or create a new one and link it.
Use linked notes to document meeting summaries, key decisions, competitive intelligence, or anything relevant to the sale.
Link emails
- Open a lead, opportunity, or deal detail page.
- Go to the Emails section and click the + button.
- Search for an existing email from your connected mailboxes, or compose and send a new one that is linked automatically.
Linked emails keep a full communication history on the record, so anyone reviewing it sees the correspondence without switching to the email module.
Unlink a record
To remove a linked record, click the unlink icon next to the item in its section. This removes the association only and does not delete the original task, event, note, or email.
The activity timeline
Every link is recorded in the sales record’s activity timeline with the user who performed it and a timestamp, displayed in reverse chronological order. The timeline tracks:
- Stage Change: the record moves to a different pipeline stage.
- Assignment Change: the record is reassigned to a different team member.
- Note Linked: a note is attached to the record.
- Task Created: a task is linked to the record.
- Calendar Event Created: a calendar event is linked.
- Email Linked: an email is attached.
- Contact Linked: a contact is associated with a role.
- Deal Product Added or Removed: products are added to or removed from a deal.
- Lead Converted: a lead is converted to an opportunity.
- Opportunity Converted: an opportunity is converted to a deal.
To link contacts with roles instead, see Working with Contact Roles in Sales, and for how the records connect overall, see Understanding the Sales Process Flow.
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