Gmail Sales Extension

jacopodes
Miembro

Emails not logging in deal but logging with contact

resolver

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!

0 Me gusta
1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

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

Ver la solución en mensaje original publicado

0 Me gusta
2 Respuestas 2
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

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
0 Me gusta
jacopodes
Miembro

Emails not logging in deal but logging with contact

resolver

Hi @Phil_Vallender 

 

Thanks so much - all fixed!

0 Me gusta