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.