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.
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.
Josh
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
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.
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