CRM & Sales Hub | Fragen, Tipps & bewährte Methoden

OKillian
Participant

Aktivitäten-Historie des Unternehmens und der darunterliegenden Kontakte

SOLVE

Hallo Community!

 

Vielleicht habt ihr eine Idde / (automatisierten) Umsetzungsvorschlag für mich:

 

Unser Vertrieb "beschwert" sich darüber, dass man in den Aktivitäten eines Unternehmens nicht alle Aktivitäten (E-Mails, Telefonate usw.) sieht, die auch mit den darunterliegenden Kontakten verknüpft sind - sondern man muss immer suchen, wem man bei vielen Ansprechpartnern eine E-Mail gesendet hat.

 

Wie kann man die Zuordnungen von Aktivitäten immer mit dem darüberliegenden Unternehmen besser verknüpfen (automatisch, manuell zu aufwändig), so dass ich am Unternehmen alle darunterliegenden Aktivitäten, auch der Kontakte, sehe?

Unternehmen (20 Aktivitäten: Unternehmens- & Kontakt-Aktivitäten)

 |

 ---- Kontakt 1 (10 Aktivitäten)

 ---- Kontakt 2 (10 Aktivitäten)

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Aktivitäten-Historie des Unternehmens und der darunterliegenden Kontakte

SOLVE

Hallo @OKillian,

 

bis vor kurzem war das nicht möglich, aber jetzt gibt es eine private Beta, bei der man die Zuordnungsregeln festlegen kann, ja:

 

Here's the full announcement:

 

CRM Platform

Configure Activity Association Defaults

Apr 24, 2024

What is it?

Within a new settings UI, admins will be able to configure the default activity association logic for logging certain activities on contacts, companies, deals, tickets, and custom objects records. They will be able to set default logging rules based on where the activity is originally logged (e.g. Contact record), the activity type (e.g. Task), and the associated records to log the activity to (e.g. Log to Primary Company).

 

Why does it matter?

Currently, when a user logs an activity onto a record there is inflexible and nuanced logic that determines how activities are logged to associated records of other object types. The non-configurable logic doesn’t accommodate for different business needs and sometimes causes irrelevant activities to show up on records. This new functionality will give admins flexibility and control over what they want their logging defaults to be, saving reps time spent manually adjusting for the logic that exists today.

 

How does it work?

  • This functionality is available for Contacts, Companies, Deals*, Tickets, and Custom Objects
    • When activities are logged to deals, the logging rules will only log to open deals
  • The activity types that admins will be able to configure logging rules for are: Calls, Emails*, LinkedIn Messages, Meetings, Notes, Postal Mail, SMS, Tasks, WhatsApp Messages
    • The configured default logging rules will only apply to activities logged from a record page. For example, only emails logged directly on a record page will be affected by the configured logging rules. This excludes emails created from the Marketing Email editor and any Connected Email Inboxes.
  • The logging options will vary depending on the combination of selected objects and activities
    • The possible logging options include:
      • Log to none
      • Log to 1 most recently associated
      • Log to 5 most recently associated
      • Log to all
      • Additionally, when logging activities from a contact, deal, or ticket record to associated companies, there will also be an option to “Log to Primary Company”
      • Note: When logging emails to contacts or logging calls to companies, the “Log to None” option will still include any recipients in the emails or calls
  • The new settings UI allows admins to configure their default activity association rules based on the object type of the record the activity is originally logged on (e.g. Contact record), the activity type that is being logged (e.g. Task), and the associated records to log the activity to (e.g. Log to Primary Company).
    • For example, admins can configure the rules so that any Calls logged from a Company record should automatically get logged to only the 1 most recently associated Contact.
  • The default logic shows up as records getting automatically checked when reps are logging activities on records.

To configure your activity association default logic in settings:

  • Click the settings icon in the main navigation bar and navigate to Data Management > Objects > Activities > Associations tab
  • Select an object from the dropdown for where the activity is originally logged
    • For example, if a task is logged on a contact record, select the Contact object
  • Next, select the activity type that you’re configuring your logging default for
  • Under Log activity to, click the dropdown for each of the associated objects you’d like change the default logging experience for
    • The logging options vary depending on the selected object and activity types
    • Select the logging option that you want to change the default logging logic to for each of the associated objects
    • The options within the dropdown that represent the current HubSpot default logic have an orange default tag
  • Once you’re done making your changes, click the Save button at the bottom left to save all changes

To see your configured default logging rules in action:

  • Navigate to any Contact, Company, Deal, Ticket, or Custom Object record
  • Click on any activity and within the popup window, click on Associated with # records
  • In the box that pops up, the default logic that was configured in settings determines which associated records are automatically checked, which is visible in the Selected tab

 

Note: Any references to custom objects only apply to customers with at least one Enterprise subscription

 

For more information, please visit this Knowledge Base article

 

Who gets it?

All hubs and tiers

Darüber würde man dann also festlegen, dass alle Aktivitäten, die am Kontakt entstehen, auch am Unternehmen angehängt werden sollen.

 

Die Beta siehst du per Klick rechts oben in HubSpot auf euren Accountname und dann unter Produkt-Updates. Wenn sie dort noch nicht erscheint, müsstet du dich entweder noch gedulden oder auf eure*n Customer Success Manager*in zugehen.

 

Viele Grüße!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2 Replies 2
OKillian
Participant

Aktivitäten-Historie des Unternehmens und der darunterliegenden Kontakte

SOLVE

Vielen Dank für die schnelle Unterstützung - wir haben das Beta-Feature beantragt und freuen uns auf den Test!

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Aktivitäten-Historie des Unternehmens und der darunterliegenden Kontakte

SOLVE

Hallo @OKillian,

 

bis vor kurzem war das nicht möglich, aber jetzt gibt es eine private Beta, bei der man die Zuordnungsregeln festlegen kann, ja:

 

Here's the full announcement:

 

CRM Platform

Configure Activity Association Defaults

Apr 24, 2024

What is it?

Within a new settings UI, admins will be able to configure the default activity association logic for logging certain activities on contacts, companies, deals, tickets, and custom objects records. They will be able to set default logging rules based on where the activity is originally logged (e.g. Contact record), the activity type (e.g. Task), and the associated records to log the activity to (e.g. Log to Primary Company).

 

Why does it matter?

Currently, when a user logs an activity onto a record there is inflexible and nuanced logic that determines how activities are logged to associated records of other object types. The non-configurable logic doesn’t accommodate for different business needs and sometimes causes irrelevant activities to show up on records. This new functionality will give admins flexibility and control over what they want their logging defaults to be, saving reps time spent manually adjusting for the logic that exists today.

 

How does it work?

  • This functionality is available for Contacts, Companies, Deals*, Tickets, and Custom Objects
    • When activities are logged to deals, the logging rules will only log to open deals
  • The activity types that admins will be able to configure logging rules for are: Calls, Emails*, LinkedIn Messages, Meetings, Notes, Postal Mail, SMS, Tasks, WhatsApp Messages
    • The configured default logging rules will only apply to activities logged from a record page. For example, only emails logged directly on a record page will be affected by the configured logging rules. This excludes emails created from the Marketing Email editor and any Connected Email Inboxes.
  • The logging options will vary depending on the combination of selected objects and activities
    • The possible logging options include:
      • Log to none
      • Log to 1 most recently associated
      • Log to 5 most recently associated
      • Log to all
      • Additionally, when logging activities from a contact, deal, or ticket record to associated companies, there will also be an option to “Log to Primary Company”
      • Note: When logging emails to contacts or logging calls to companies, the “Log to None” option will still include any recipients in the emails or calls
  • The new settings UI allows admins to configure their default activity association rules based on the object type of the record the activity is originally logged on (e.g. Contact record), the activity type that is being logged (e.g. Task), and the associated records to log the activity to (e.g. Log to Primary Company).
    • For example, admins can configure the rules so that any Calls logged from a Company record should automatically get logged to only the 1 most recently associated Contact.
  • The default logic shows up as records getting automatically checked when reps are logging activities on records.

To configure your activity association default logic in settings:

  • Click the settings icon in the main navigation bar and navigate to Data Management > Objects > Activities > Associations tab
  • Select an object from the dropdown for where the activity is originally logged
    • For example, if a task is logged on a contact record, select the Contact object
  • Next, select the activity type that you’re configuring your logging default for
  • Under Log activity to, click the dropdown for each of the associated objects you’d like change the default logging experience for
    • The logging options vary depending on the selected object and activity types
    • Select the logging option that you want to change the default logging logic to for each of the associated objects
    • The options within the dropdown that represent the current HubSpot default logic have an orange default tag
  • Once you’re done making your changes, click the Save button at the bottom left to save all changes

To see your configured default logging rules in action:

  • Navigate to any Contact, Company, Deal, Ticket, or Custom Object record
  • Click on any activity and within the popup window, click on Associated with # records
  • In the box that pops up, the default logic that was configured in settings determines which associated records are automatically checked, which is visible in the Selected tab

 

Note: Any references to custom objects only apply to customers with at least one Enterprise subscription

 

For more information, please visit this Knowledge Base article

 

Who gets it?

All hubs and tiers

Darüber würde man dann also festlegen, dass alle Aktivitäten, die am Kontakt entstehen, auch am Unternehmen angehängt werden sollen.

 

Die Beta siehst du per Klick rechts oben in HubSpot auf euren Accountname und dann unter Produkt-Updates. Wenn sie dort noch nicht erscheint, müsstet du dich entweder noch gedulden oder auf eure*n Customer Success Manager*in zugehen.

 

Viele Grüße!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.