Daily Prospects Digest

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Occasional Contributor

Every morning we get the list of new prospects and that's awesome - thanks - however when we go to Visits and click to add that company to Hubspot I notice it does not seem to attach the details from that first visit to the account. This would be very useful in order to see what they are doing on the site with each visit. Perhaps this is a premium account feature?

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HubSpot Moderator

Hi @DougAlder According to this HubSpot Academy resource, the activity should show on the record once you have added the record. I'm not sure how deeply I can troubleshoot this, but if you can forward a link to or the name of a company in your portal that didn't see tracked information, I can look a bit deeper. 

 

If you're leary of posting that info publicly, please let me know and I'll send a PM. 

 

Thank you, 

Ed


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Occasional Contributor

Hi Ed - please PM me

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