Add filter timeline for associated activity for the Deal only when in a Deal view

[lovinglife324]

This is probably the most annoying thing about this application.   When in Deals and looking at a specific Deal,  the timeline shows everything including items that have NO RELEVANCE to the deal.   The deal name is a specific name within the database.  Should be a simple thing to add a filter that says Deal Only.    This would be a clean and simple method of seeing only activity related to the deal.

[lovinglife324]

Hey all,

The ability to associate activities (notes, one to one emails, calls, meetings) with deals is now In Beta. So that, rather than having every activity roll up from associated contacts and companies to deals, users can now choose which deals each activity should be attached to.

As an added bonus, deal properties based on activities (e.g. last contacted, last modified) will now update based on activities associated with the deal from contact and company records.

When logging or executing an activity on a contact, company, or deal record --- leaving a note, writing an email, making a call, logging an activity, creating a task, or scheduling a meeting --- you’ll have a new association bar to work with:

The tags in this new association bar denote where the activity will appear. If you associate a call with the contact “Andrea Tarrell” and the company “Configero” this call will only appear in the timeline for those two records. Using the dropdowns and X icons, you add/remove records that are associated with the record you are currently on.

These features are currently in a private beta, once live they will be available to all customers. Stay tuned to notifications in your HubSpot account and here on our product updates blog.

[Yazz]

This is quite a popular request, go to this link to upvote:

https://community.hubspot.com/t5/HubSpot-Ideas/Select-which-Deal-to-log-an-email-to-when-a-contact-i...

We are having the same issue, but I do like your workaround. Would be much faster to implement/code from HubSpot's perspective. At least until the actual problem has been fixed.

[roisinkirby]

Hey all,

The ability to associate activities (notes, one to one emails, calls, meetings) with deals is now In Beta. So that, rather than having every activity roll up from associated contacts and companies to deals, users can now choose which deals each activity should be attached to.

As an added bonus, deal properties based on activities (e.g. last contacted, last modified) will now update based on activities associated with the deal from contact and company records.

When logging or executing an activity on a contact, company, or deal record --- leaving a note, writing an email, making a call, logging an activity, creating a task, or scheduling a meeting --- you’ll have a new association bar to work with:

The tags in this new association bar denote where the activity will appear. If you associate a call with the contact “Andrea Tarrell” and the company “Configero” this call will only appear in the timeline for those two records. Using the dropdowns and X icons, you add/remove records that are associated with the record you are currently on.

These features are currently in a private beta, once live they will be available to all customers. Stay tuned to notifications in your HubSpot account and here on our product updates blog.