Deals

Which Contact and Company activities appear on the Deal timeline?

Last updated: November 16, 2016

Available For:

Marketing: N/A
Sales: Free, Professional

All emails, calls, notes, tasks, scheduled meetings, and logged activities on the Associated Contact and Company records will appear on the deal timeline.

Note: All contact emails, calls, and logged activities will also appear on the record of the Associated Company. If you have a Company associated with the Deal, you may see activities on the deal timeline for contacts that are not associated with the deal due to the company-contact association.