Gmail Sales Extension

jacopodes
Member

Emails not logging in deal but logging with contact

SOLVE

Hi,

The deals I've created are not showing any logged emails with associated contacts but when I click on the individual contact, all the emails are there. How can I have the deal include all contacts' emails inside?

Thanks!

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Emails not logging in deal but logging with contact

SOLVE

Hi @jacopodes 

 

When you create a deal, you have the option to have contact timeline activities appear on the deal also - this can also be back dated, the default being 30 days.

 

Deals.png

 

Post creation, you can use the 'Associate with' option on individual activities to associate them with any deals also associated with the contact.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Emails not logging in deal but logging with contact

SOLVE

Hi @jacopodes 

 

When you create a deal, you have the option to have contact timeline activities appear on the deal also - this can also be back dated, the default being 30 days.

 

Deals.png

 

Post creation, you can use the 'Associate with' option on individual activities to associate them with any deals also associated with the contact.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes
jacopodes
Member

Emails not logging in deal but logging with contact

SOLVE

Hi @Phil_Vallender 

 

Thanks so much - all fixed!

0 Upvotes