Contact data not being mirrored in 'Deals'

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New Contributor

Hi, can anyone help?

I set up a recent new contact in the normnal way, then setting up a new associated deal from the 'add deal' field on the right pane.

I then made a contact call and recorded the call notes in the 'call notes' field, however this is not being reflected in the associated deal notes - even though both are clearly associated. I have had the chat help-desk look at it to ensure I have done nothing wrong and they too are puzzled. They suggested that I posted the issue here.
Many thanks for any help?
Paul 

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Community Manager

Hello @paulcollyer1 

 

Is the call being associated with the deal once you call a contact?  I did a test in my account checking with the deal was associated and add a note into the call record, and I was able to see the notes and the call associated inside the deal record.

 

call.png

 

The screenshot above shows how you can ensure your deal is associated with the call.

 

Do you mind providing a screenshot of your example and how was saved in the deal record?

 

Kindly,

 

Pam


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Community Manager

Hello @paulcollyer1 

 

Is the call being associated with the deal once you call a contact?  I did a test in my account checking with the deal was associated and add a note into the call record, and I was able to see the notes and the call associated inside the deal record.

 

call.png

 

The screenshot above shows how you can ensure your deal is associated with the call.

 

Do you mind providing a screenshot of your example and how was saved in the deal record?

 

Kindly,

 

Pam


Did my post help answer your query? Help the Community by marking it as a solution
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New Contributor

Thank yout kindly Pam, that solved the issue.

 

Many thanks for your help

 

Paul