CRM

wcjameson
Member

Clicking on Task takes you to Company info not Deal Info

This has been crazy for a short while now.   When a staff member has a task, they click on the deal it's related to.  However, instead of taking them to the deal it will take them to the company and they have to search the deal.  Is there an option that we can change that allows them to go to the deal instead of the company when a task is being clicked on?

2 Replies 2
DaveParry
Participant | Elite Partner
Participant | Elite Partner

Clicking on Task takes you to Company info not Deal Info

If you associate with a company and a deal, no matter which order you do them in, then it always opens the company record rather than the deal record when you click on the task. This is really frustrating and would appear to be a simple fix (then I would say that!)

0 Upvotes
mlemoine
HubSpot Employee
HubSpot Employee

Clicking on Task takes you to Company info not Deal Info

Hi there : )

 

Could you tell me how the task is created ?

 

I made a manual test on my own portal for this behaviour.

If I create a task manually, and I link it to a company and a deal, when I select the task, it will default to the company record.

However, if I link the task to the deal only, when I select the task it brings me to the deal.

 

So I guess the solution here would be to link the taks to the deal only. But it also depends on the way the task is created.

attach deal task.PNG