CRM

ZGO
Participant

Tag call notes to deals?

Résolue

Is it possible to tag, or somehow tie, individual call notes to specific deals?

 

For example, if I'm talking to a Contact about four different deals, I'd like to be able to quickly pull up only the calls related to Deal 1 instead of having to go back through all of our calls to determine which were related to Deal 1.

0 Votes
1 Solution acceptée
Josh
Solution
Expert reconnu | Partenaire solutions Platinum
Expert reconnu | Partenaire solutions Platinum

Tag call notes to deals?

Résolue

Hi @ZGO,

 

When you log a call, click the option the lower right to associate with specific records. Here, you can choose the appropriate deals to associate the call with. See image.

 

Deal-Association.pngJosh 




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

Voir la solution dans l'envoi d'origine

1 Réponse
Josh
Solution
Expert reconnu | Partenaire solutions Platinum
Expert reconnu | Partenaire solutions Platinum

Tag call notes to deals?

Résolue

Hi @ZGO,

 

When you log a call, click the option the lower right to associate with specific records. Here, you can choose the appropriate deals to associate the call with. See image.

 

Deal-Association.pngJosh 




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