Link a note/email/task... from a deal to contacts or companies

[kleidav]

Hello

When I add a Note (or an Email, Task...) to a Deal, is there a way the Note will show also on the linked Contacts or Companies?

I'd like to really have a 360 view when I'm on a contact or a company, not having to click on each and every deal to get informations about that contact/company.

Thanks.

[MO529]

Looking for help troubleshooting when a note from a deal record does NOT show up on the associated contact record??  Funny that this original post was exactly a year ago.....

[TiphaineCuisset]

Hi @MO529 

Thank you for reaching out. 

I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and specific examples about this. 

Thank you

Best

Tiphaine

[MO529]

Thank you Tiphaine!

[Phil_Vallender · Accepted solution]

Hi @kleidav 

When you create a note on a deal, it will automatically associate with the company and contact(s) that are associated with the deal. You can then search for additonal contacts to add, or indeed remove objects. 

Hope this helps?