Link a note/email/task... from a deal to contacts or companies

Smart CRM & Sales Hub CRM
1

Hello

When I add a Note (or an Email, Task…) to a Deal, is there a way the Note will show also on the linked Contacts or Companies?

I’d like to really have a 360 view when I’m on a contact or a company, not having to click on each and every deal to get informations about that contact/company.

Thanks.

2

Hi @kleidav

When you create a note on a deal, it will automatically associate with the company and contact(s) that are associated with the deal. You can then search for additonal contacts to add, or indeed remove objects.

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Hope this helps?

3

Looking for help troubleshooting when a note from a deal record does NOT show up on the associated contact record?? Funny that this original post was exactly a year ago…

4

Hi @MO529

Thank you for reaching out.

I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and specific examples about this.

Thank you

Best

Tiphaine

5

Thank you Tiphaine!