HubSpot Ideas

Lowens

Ability to change default associations of the Outlook Plugin

For companies who receive multiple orders (Closed Won Deals) from the same customers frequently, having the default association for the contact to be associated back to All their recent deals this creates a lot of extra work. Our team members have to remember to uncheck this list of Deals on almost every customer email exchange.

 

IDEA: It should be a toggle off/on for the default to associate the email with all deals, OR there should be some setting where we could adjust the date range of deals it would list. Also open to other ideas of how this could be configured to be a more flexible setting.

 

Outlook default deal association.png