H u b s p o t T o o l s
18
A r d m a c Q u i c k T i p G u i d e
Pinned Activity, Associations & Tagging
To ensure information from a call, email, meeting or tasks is saved across Deals, Contacts and Company HubSpot uses Associations. To do this select the activity you want to associate, associations shows on the bottom right, you can choose the contacts, companies or deals you want to link it to. Use the Search all records to find the relevant association. To keep your team updated with the relevant information you log onto HubSpot you can tag colleague by using the @ command. That colleague will receive an email notification with your notes.
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