I don't know if anyone else finds this but I have a real issue with the deals pulling in info from other deals and contracts that are not related to the deal but are related to company that the deal is associated to.
For example, I have a parent account ( my customer that pays me) that they have multiple contracts which are different companies around the country, that are their clients. We have to provide services to these companies (child accounts) on behalf of our client (the parent account)
When a new deal is created for a new site there are different contacts that we deal with for different areas of the UK. What I am finding is, in deals we am getting info, emails, notes, calls etc from every other deal that we are working on under our client (parent account) this is very confusing. A deal for a new child account has the time line chock full of info from other deals and contact correspondence which is irrelevant to the new deal, albeit from the associate parent company.
Either I am using it wrong or it is how it is designed to be. To me, when Hubspot is so focused on making the user experience so clean and decluttered it is crazy that the deals should show so much irrelevant info. I am hoping that it is user error (me) and not a design issue.
I trust the above is clear and would like to know what could be done about this.
The way timeline content from a deal's associated contacts and companies displays on the timeline was changed in November 2017: https://www.hubspot.com/product-updates/coming-11/13-a-new-way-of-associating-activities-with-deals
Late last year we also introduced the ability to choose which timeline activity to associate with a deal upon the deal's creation. See this article (https://knowledge.hubspot.com/articles/kcs_article/contacts/associate-activities-with-records) for information about that.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.