Timeline events need to be much more relevant

https://knowledge.hubspot.com/articles/kcs_article/deals/which-contact-and-company-activities-appear...

 

This feature needs to be removed, or at least be able to be turned off. Ultimately though we need to be able to select at the time, whether the action is for a deal or not, having all activities copied to everywhere is just dumb in my opinion. 

 

We have many situations where our customer is working for multiple different end users on varying projects, and having all emails and calls linking just messes and confuses the timeline, and when you go to delete irrelevant timeline events, it goes and deletes the event from everywhere.

 

I say look at having a unique email address per deal for any email updates, and then the standard bcc email should just update the general contact timeline. For calls etc, they should only effect the deal if a call was made from inside the deal, or later assigned to the deal.

0 Upvotes