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Associate Projects to Deals

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SC123

‎Mar 25, 2025 3:53 PM

Member

Hi - 

 

It would be great to leverage Project associations to Deals. This would allow for a micro view of tasks associated with specific deal types. 

Professional
0 Upvotes
1 Accepted solution
FarioConsulting
Solution

‎Mar 26, 2025 11:51 AM

Top Contributor

Hi,


Within a Project's details, you could add a link pointing to the specific deal record.

 

FYI individual tasks created within HubSpot can be directly associated with deal records, which might help provide that micro view you're seeking for tasks related to deals

 

Cheers,
Harsh
Fario Consulting

View solution in original post

0 Upvotes
1 Reply 1
FarioConsulting
Solution

‎Mar 26, 2025 11:51 AM

Top Contributor

Hi,


Within a Project's details, you could add a link pointing to the specific deal record.

 

FYI individual tasks created within HubSpot can be directly associated with deal records, which might help provide that micro view you're seeking for tasks related to deals

 

Cheers,
Harsh
Fario Consulting

0 Upvotes
Sunny

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Associate Projects to Deals
Hi, Within a Project's details, you could add a link pointing to the specific deal record.   FYI individual tasks created within HubSpot can be directly associated with deal records, which ...
Hi, Within a Project's details, you could add a link pointing to the specific deal record.   FYI individual tasks created within HubSpot can be directly associated with deal records, which ...
Developers
Mar 26, 2025