Hello all,
I’m trying to set it up so that when a rep is looking at a deal, there is a hyperlink that brings them to the associated company overview page.
Is this possible?
Hi @JDanner-Hicks,
Each deal record should show associated records (including the company record) in the right sidebar. You don’t have to set this up manually:
The sidebar might be collapsed for you. You can expand it by clicking the blue chevrons.
Hope this helps!
oh my goodness. thank you very much!!!
@karstenkoehler any advice on how to create a hyperlink into a field? Since we can’t associate deals to one another, I am trying to create a “Source Deal” field that creates a hyperlink using the standard HubSpot URL and appends a deal ID to the end to create a unique link. It can be done in Operations Hub, but since those custom fields dont appear in records its not useful. And, there isnt a “text output” option in the Calculated field list.