Is it possible to view Deal details in HubSpot Sales Chrome extension?

adamnyc · ‎Jan 12, 2017

In the HubSpot Sales Chrome extension, when viewing an email with a contact that's in a deal, I don't see the deal or stage the contact is in. Just a "lifecycle".

Is it possible to view and manage deals from the Sales Chrome extension?

MayPascaud · ‎Jan 12, 2017

Hi @adamnyc, thanks for reaching out.

Indeed, the HubSpot Sales sidebar is specific to the contact record in question - it doesn't go so far as to pull in associated objects' information (such as Deals or Companies). In order to view this associated data, it is necessary to go into the contact record itself.

Let me know if you have any more questions on this topic!

May

Lösung in ursprünglichem Beitrag anzeigen

MayPascaud · ‎Jan 12, 2017

Hi @adamnyc, thanks for reaching out.

Indeed, the HubSpot Sales sidebar is specific to the contact record in question - it doesn't go so far as to pull in associated objects' information (such as Deals or Companies). In order to view this associated data, it is necessary to go into the contact record itself.

Let me know if you have any more questions on this topic!

May

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