We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).
- HubSpot Community
- HubSpot Ideas
- Contacts associated with every deal or service ticket
HubSpot Ideas
Search HubSpot Ideas or Create Idea
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Options
- Subscribe to RSS Feed
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Email to a Friend
- Printer Friendly Page
- Report Inappropriate Content
Status:
Idea Submitted
Submitted by
Paysteady
on
Sep 22, 2021
12:09 PM
- Mark as Read
- Mark as New
- Bookmark
- Permalink
- Email to a Friend
- Report Inappropriate Content
Contacts associated with every deal or service ticket
We have several referral sources that recommend us deals. As it stands, Partner 1: John Doe will send us an email introduction to a customer. We will then create a deal which attaches the referral + John Doe to the deal.
Partner 1: John Doe refers us a second deal. We open a new deal. Since John Doe is associated with both referrals, 100% of the emails across both deals get tagged to each deal, which is problematic.
The desired outcome is that Hubspot recommends the email thread itself as being attached to the deal, rather than anything the referral partner emails us about. We should be able to associate the email thread(s) with the deal within the contact records themselves rahter than it being 100%
This issue is also problematic with tickets in that often times a contact will email us about a new service issue... and it'll reopen an old ticket that they were associated with.