select which deal(s) values show, when tokens used in sequences / mktg emails
Desire is: select which deal(s) values are shown, when a contact is associated with multiple deals.
The current situation is:
When contacts are enrolled into sequences that use deal tokens, when the contacts are associated to multiple deals, (as verified by hubspot support:) only the information from the most recently created deal will be included when using a deal token. The token does not take into account any factors such as close date, deal stage, or whether the deal is open or closed.
Also from Hubspot Support: To test this, I created two deals for one of my contacts, then enrolled them into a sequence. The email they received contained the information from the more recently created deal associated to that contact, but did not contain any information from the "older" deal (even when I included two tokens for "Deal Name"- they both showed the name of the more recent deal). I then created a third deal for that contact, and enrolled them into the sequence again. This time, the third, "newest" deal was the one included in the token values.