Sep 21, 2020 12:20 PM
In the Deal section, whenever I choose a contact attached to that specific Deal A, HS pulls in notes, meeting invites, and comments for other deals that are attached to that contact. I would like to see only notes, meeting invites and comments for that Deal A and not all the deals information attached to that contact.
My organization has a big channel partner system and contacts are attached to multiple deals.
Sep 22, 2020 5:36 AM
Thanks for reaching out.
It looks like you have access to HubSpot Technical Support . As troubleshooting this further will involve sharing information specific to your account and specific examples, partnering with them will be the best next step.
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Sep 23, 2020 1:23 PM
Yes I submitted a ticket already. The response came back explaining I should just deselect the Contact attached to the deal, which is not what I am looking for because I want the notes, emails etc. regarding that deal with that contact to stay attached in the record