It sounds like you're experiencing some sort of glitch. From my experience (and in testing), I can create a deal from a contact record and as long as I associate the deall appropriately with the company and the contact, it works as it should be.
The only other thing I can think of is that the associated contact was accidentally removed when creating the deal.
...maybe I'm misunderstanding the issue though?
If you see it happen again, it would definitely be worth submitting a HubSpot ticket.
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
It sounds like you're experiencing some sort of glitch. From my experience (and in testing), I can create a deal from a contact record and as long as I associate the deall appropriately with the company and the contact, it works as it should be.
The only other thing I can think of is that the associated contact was accidentally removed when creating the deal.
...maybe I'm misunderstanding the issue though?
If you see it happen again, it would definitely be worth submitting a HubSpot ticket.
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
@Josh Thank you. I have experienced this with another Hud ID. In the free version, where do I submit a ticket? I'll test first and get good screenshots.
I am creating the deal in the contact record and not going into the deal.