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jacopodes
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Emails not logging in deal but logging with contact

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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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Phil_Vallender
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Participante de valor | Parceiro Diamante

Emails not logging in deal but logging with contact

resolver

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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Phil_Vallender
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Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

Emails not logging in deal but logging with contact

resolver

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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jacopodes
Membro

Emails not logging in deal but logging with contact

resolver

Hi @Phil_Vallender 

 

Thanks so much - all fixed!

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