Loging Activity against a company or contact?SOLVE
Aug 29, 2017 11:04 PM
I was wondering what is best practise for using Hubspot?
E.g I am having a conversation with a contact via LinkedIn - I grab a copy of the conversation to paste into Hubspot
Should i log this against company activity or contact activity or both?
Trying to avoid double entry, but i assume a company activity log doesnt cross reference with a contact at the same listed company to display in the overall company activity?
Solved! Go to Solution.
Aug 30, 2017 1:49 PM - edited Aug 30, 2017 1:50 PM
Hi @Adhinata, Notes, Tasks, and Marketing activity will not carry over to the associated company's timeline. Only sales engagements (CRM emails, calls, meetings, and logged activities) will carry over to the associated company's timeline.
For more information, check out this article: Why is my contacts activity not appearing in the associated company timeline