Cannot see all interactions with multiple Contacts under a Deal or CompanySOLVE
Jul 19, 2017 7:21 PM
When we create a Deal, we often have several Contacts involved in different roles e.g. Influencer, Buyer, Coach, User, etc. like most complex sales are today. We also hand Deal over from SDR's to AE's after a Demo is held and the Hubspot owner changes and needs to know who from the Customer side is involved and what the interactions with them has been.
In order to see what the interactions were relating to a Contact linked to a Deal, you currently have to open each Contact separately to see what the interactions have been. You cannot see all interactions that you did with different Contacts in a Deal, in particular in a timeline format. You have to click between Contacts and keep the timeline in your head. This makes it hard to handover deals or just to understand who has said/sent what to whom.
This view would be best under a Deal instead of a Company, as we may have several Deals with one Company. SFDC has this view under an Opportunity and it is a fairly basic CRM requirement
Solved! Go to Solution.
Jul 19, 2017 8:20 PM