Gmail Sales Extension

adamnyc
メンバー

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

解決

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? 

hubspot deal.png

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MayPascaud
解決策
元HubSpot社員
元HubSpot社員

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

解決

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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0 いいね!
1件の返信
MayPascaud
解決策
元HubSpot社員
元HubSpot社員

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

解決

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

0 いいね!