Go directly from 'Schedule' to the related deal

[VDauksta9]

It would be super useful to be able to click on the associated deal in the HS meeting invite when working from the schedule view. That would make it very easy fore the rep to skim through info before the meeting.

Is there a different alternative that would make it easier for the AE to do that? 

Thanks!

[karstenkoehler]

Hi @VDauksta9,

What exactly are you referring to when you say "schedule view", could you share a screenshot?

Best regards

[VDauksta9]

@karstenkoehler In the sales workspace you can go to the Schedule, but you can't go to the related deal directly from there unless the click on the prep and then deal. I'm just trying to figure out what would be the best way for the AE to have an overview of the meetings he has today and the related deal. Our AEs are not deal owners until after the meeting is done in case there is a no-show. Any tips would be appreciated!

[karstenkoehler · Accepted solution]

@VDauksta9 I see what you're saying – to me, it seems like that's just two additional clicks (one to get to the contact record, another to click the deal in the right sidebar of the contact record).

If you want deals to be more accessible right there, I'd recommend requesting this in the HubSpot Ideas section of the community, reviewed by the product team by popularity: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas