Is is possible to have a contact’s activity was associated automatically to all the deals, not just the five most recent open deals?
Currently this is the standard: “If a call, one-to-one email, meeting, note, task, postal mail, LinkedIn, SMS, or WhatsApp message is first logged on a contact record, it will be automatically associated with the contact’s primary company and the five most recent associated open deals (i.e., deals that are not in closed-won or closed-lost deal stages).”
We definitely need more control here: https://community.hubspot.com/t5/CRM/Automatically-tracking-email-to-the-right-deal-of-contact/m-p/805711/highlight/true#M140938
Hi team! It would be nice to have a general setting within each portal governing how activities associations should be set (e.g. from contact to associated deals, from deal to associated contacts)
Thank you!
Hi, got similar problems here and found this: Gelöst: HubSpot Community - Auto association of notes or all activities with Deals and Companies - HubSpot Community
MAybe it helps
Very interested to apply auto-associations to ALL deals, not only OPENED ones.