True Or False? Deal Information Is Automatically Displayed On The Contact Timeline.

By | February 17, 2021

True Or False? Deal Information Is Automatically Displayed On The Contact Timeline.

  • True. Updates are added to the contact timeline every time a deal they’re associated with moves to a new deal stage.
  • True. Deals are simply properties on the contact record, so any changes to the deal naturally flow through to the contact timeline.
  • False. Contacts and deals are two separate objects in HubSpot CRM, so information does not flow between the two.
  • False. Deal information has to be added to the contact timeline manually.