Hi, since the new roll out of Hubspot, I cannot find out how to add a contact to a deal? I used to be able to just click Add to Deal while I was in the contact but now I don’t see the options. I also can’t see the contacts associated with a Deal when I go to the Deal itself?
Hi @khelm,
You can associate a contact with a deal on the right hand side of the deal record. The top box should be in regards to contacts.
Thank you,
Jenny
Yes, thank you! I never say the arrows to expand the right-hand section of the deal record.
Thanks - once you have done this how do you pull through associated activity from that contact? It isn’t pulling through for me
Hello @NFoster, this knowledge base here explains more about how you can associate activity with records .
I hope this information helps.
Kindly,
Pam
Thank you Jenny,
Is there a way to automate appending a contact email to a deal card if the Company is already connected to the deal card through a workflow?
I also want to add who the main economic buyer and champion is for each deal. This may be 2 deals with the same group of people but different roles. How do I add roles to a deal?