Automatic company and contact association for deal tasks

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Regular Contributor

Hello,

 

If a deal has a company and contact associated with it (which for us they always do) it becomes unnessecarily laborious to manually associate the new deal task with the associated contact and company each time.

 

Instead, you should have a option to auto associate with the deal associations when creating a new deal task so that it is captured throughout.

 

Thank you!

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Excellent suggestions. You may wish to add to a new or existing thread in HubSpot Ideas.

 

You'll typically get much more traction from the HubSpot Community AND the Ideas Forum is where HubSpot Product Teams monitor suggestions for popularity -- i.e., VOTES! Smiley Happy

 

Does that help answer your question? If so, remember to accept this solution today so other searchers will find it.

 

Best,
Frank

 


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www.MFrankJohnson.com

Hope that helps.

 

Best,
Frank

 

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Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Excellent suggestions. You may wish to add to a new or existing thread in HubSpot Ideas.

 

You'll typically get much more traction from the HubSpot Community AND the Ideas Forum is where HubSpot Product Teams monitor suggestions for popularity -- i.e., VOTES! Smiley Happy

 

Does that help answer your question? If so, remember to accept this solution today so other searchers will find it.

 

Best,
Frank

 


hubspot-solutions-signature-mfrankjohnson-v03.png

 

www.MFrankJohnson.com

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Reply
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