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aamirsiddiqui
Membro

deals - association history

dear community members 

 

please, need some help in figuring out how to make the names to appear under association history 

 

i am selecting emails as object while looking under associatiob history, it shows 3 objects created, but does not show the contacts to whom those emails are associated 

 

please see screenshot 

any help would be greatly appreciated 

best regards 

Screenshot 2023-01-31 at 3.09.48 PM.png

2 Respostas 2
jolle
Especialista reconhecido(a) | Parceiro
Especialista reconhecido(a) | Parceiro

deals - association history

Hey @aamirsiddiqui, thanks for reaching out!

 

If you want to see the contacts associated with those deals, you need to select Contacts from the object dropdown. As long as you have first and last name values on that contact record, their name should appear within the list (more info in this HubSpot Knowledge Base article).

 

Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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aamirsiddiqui
Membro

deals - association history

thanks jacob for your quick response 

contacts associated with deals are not problem, i could see them 

 

the issue is if i want to see the emails associated with the deal, they dont appear under the name column 

 

please see screenshot 

 

any solution to resolve the issue would be appreciated 

best regards aamir Screenshot 2023-02-01 at 12.47.26 PM.pngScreenshot 2023-02-01 at 12.47.35 PM.png

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