La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy fix.
I manage my companies database and I spend way too much time reassociating long email threads with the correct company. There needs to be an option to remove association and add association to multiple emails at once.
This idea certainly gets my vote. It's very time consuming having to manually update associations one at a time. Automatically assigning the logs/activity/associations to an existing deal would save a lot of time and clean up the data.
Hubspot... do better. 3 years later and no reply. This is killing our tracking, and the fact that I (an engineer) cannot figure out how to link this in bulk even by using your workflows OR third-party apps is crazy.
Not only activity but companies or contacts that are relevant to the deal. Sometimes the AEs forget to do this. It's just for admin and CRM hygiene purposes.
Same here. If I want to associate emails already logged, with a newly created deal, I have to do each one manually.
A better solution would be for the whole email thread to be associated when you associate an email. That, plus the ability to bulk select activities to associate, would save a lot of time.
it's a bit weird that this seemingly minor change that would make life and workflow so much easier for all hubspot users hasn't been addressed since 5 years
I have 1 contact I need to re-associate 54 emails becuase the contact's email was updated with the wrong email address due to the Non-HubSpot form feature detecting in-platform form submissions such as sharing, and inviting team members.
Second this. Can't believe it's been 6 years for such a basic feature. I just had to import some deals from an external source and even though we can associate contacts, the activities from these contacts are not automatically associated to the deal. There is also no way to do it easily after the import/association.
There should be a feature like in the new deal creation where we are given the option to associate X days worth of past activities to the deal. This should be available when:
1. Updating or associating deals as part of an import
2. Associating a company to an existing deal
3. Associating a longer history of activities from an existing Associated Company
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