Why are all sales activities appearing in my deal timeline?SOLVE
Feb 10, 2017 4:26 AM - last edited on Mar 3, 2017 6:44 AM by roisinkirby
We have a problem with the timelines appearing under our deals. Some of the items being shown (e.g. a logged call or a meeting) are not related to that particular deal. Why are they being displayed there?
It seems like this only happens when we associate a deal with a company and I guess it pulls in other items relating to that company, but that's really not the behaviour we want.
Is there a setting to change this or am I overlooking something else?
Solved! Go to Solution.
Mar 1, 2017 7:02 AM - edited Oct 25, 2017 5:17 AM
I ran this question through the HubSpot Knowledge base:
All emails, calls, notes, tasks, scheduled meetings, and logged activities on the Associated Contact and Company records will appear on the deal timeline.
Note: All contact emails, calls, and logged activities will also appear on the record of the Associated Company. If you have a Company associated with the Deal, you may see activities on the deal timeline for contacts that are not associated with the deal due to the company-contact association.
...so to confirm the behaviors you are both describing are the tool working as designed. If you have feedback for the Product Team then I'd encourage you to post/vote on the Ideas Forum, with details of how this feature impacts your use of the tool.
The ability to associate activities (notes, one to one emails, calls, meetings) with deals is now In Beta. So that, rather than having every activity roll up from associated contacts and companies to deals, users can now choose which deals each activity should be attached to.
When logging or executing an activity on a contact, company, or deal record --- leaving a note, writing an email, making a call, logging an activity, creating a task, or scheduling a meeting --- you’ll have a new association bar to work with:
The tags in this new association bar denote where the activity will appear. If you associate a call with the contact “Andrea Tarrell” and the company “Configero” this call will only appear in the timeline for those two records. Using the dropdowns and X icons, you add/remove records that are associated with the record you are currently on.
These features are currently in a private beta, once live they will be available to all customers. Stay tuned to notifications in your HubSpot account and here on our product updates blog.