Contact details in the DEALs screen

[BSingh]

After creating a contact and then linking the contact with a deal, the contact information does not show in the deal screen, I would have to go back to the contact screen to get the clients phone # for example -- can anyone help me on this, maybe I am doing something incorrectly

[karstenkoehler]

Glad to hear, @BSingh. You can help the community by marking my previous post as a solution. Thanks in advance!

[karstenkoehler · Accepted solution]

Hi @BSingh,

HubSpot only shows some information of associated objects (contacts, companies etc.) on a deal record. It looks to me like this is by design, to keep the records somewhat clean.

However, you can hover your mouse over the sidebar and the contact tile. A "Preview" button will pop up and you can access the information that you've included in the About section of the contact sidebar right there. You'll stay on the deal record and don't have to navigate back and forth between deal and contact.

Here's a short gif from a company record, it works just the same on a deal record.

Hope this helps!

[MLindsey]

How about in the app?  

[BSingh]

Thank you very much Karsten- this helps