Is there a way to add an company hyperlink to a deal?

SOLVE
JDanner-Hicks
Participant

Hello all,

 

I'm trying to set it up so that when a rep is looking at a deal, there is a hyperlink that brings them to the associated company overview page. 

Is this possible? 

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @JDanner-Hicks,

 

Each deal record should show associated records (including the company record) in the right sidebar. You don't have to set this up manually:

 

deal.png

 

The sidebar might be collapsed for you. You can expand it by clicking the blue chevrons.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer

Hi @JDanner-Hicks,

 

Each deal record should show associated records (including the company record) in the right sidebar. You don't have to set this up manually:

 

deal.png

 

The sidebar might be collapsed for you. You can expand it by clicking the blue chevrons.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

JDanner-Hicks
Participant

oh my goodness. thank you very much!!!!