Include marketing activities in deal timeline activity filter

llegault

It would be great to be able to see a contact's marketing and other activities in a deal record's timeline. Currently we can only see sales-related activities in the associated deal. I suggest to add the ability to see marketing and other contact activitiy in the associated deal's timeline. Thank you!

 

Related resources:

https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

https://knowledge.hubspot.com/crm-setup/customize-activities-on-a-contact-company-deal-ticket-record...

2 Replies
michellelewis
Participant

Yes please. My sales reps go in to take over a deal and can not see any of the activity that led to the deal being created. E.g. read a blog, read a webpage, submitted a form which includes a message saying exactly what the prospect wants. 

CMartin3
Member

+1 for this! 

Being able to see what web pages and sales documents have been viewed would be extremely useful for our salespeople to have access to within a deal.