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 …

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 regar…

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 …

Hello @NFoster , this knowledge base here explains more about how you can associate activity with records . I hope this infor…

Thank you Jenny, Is there a way to automate appending a contact email to a deal card if the Company is already connected to …

Adding Contacts to a Deal

Smart CRM & Sales Hub CRM

user999 June 23, 2021, 6:57am 7

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?

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Adding Contacts to a Deal

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