HubSpot Ideas

SusanHurrell

Email/Note Associations control specific to user

Right now, its everyone or no one - emails, notes etc are either automatically associated with company and deal records (with some options on deals).

This is not optimum as some HS users may be marketers or sales enablement that have interactions that don't need to clutter up the company record (used primarily by sales for high level overviews). 

Can HubSpot allow for user-by-user permissions to have all/none of their activities automatically associated between company/contact/deal? We can add them manually as needed.  

0 Upvotes