Gmail Sales Extension

jacopodes
メンバー

Emails not logging in deal but logging with contact

解決

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
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Emails not logging in deal but logging with contact

解決

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件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Emails not logging in deal but logging with contact

解決

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 いいね!
jacopodes
メンバー

Emails not logging in deal but logging with contact

解決

Hi @Phil_Vallender 

 

Thanks so much - all fixed!

0 いいね!