Agreed. We need this yesterday.
I took a stab at it today but I couldn’t figure out how to program it.
While it is possible to automate a workflow to notify a team member when a deal stage is hit, I can’t automate it to notify again, for example if my company has a second deal with the same contact. Contacts can’t be enrolled in the same workflow twice with these conditions for some odd reason.
Hi all, thanks for your suggestions / ideas. It’s now possible to see when a deal changes stage, when a record is associated with another record, or if an activity has been logged on a record of interest through a new type of notification called “Follow” notifications.
I have included a link to an article from our knowledge base below that details how to enable these here for reference: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-follow-a-contact-company-or-deal-record
Great, thanks for solving!
That’s awesome, thanks for being responsive.
Phase 2 suggestions (because, you know, users are never quite satisfied…)
- Offer a bulk option: add a checkbox at the top of the left-most column which lets you select and follow all deals matching a specific filter
- Add a visual cue on the card when a deal is already followed so you don’t do it twice/unfollow by mistake
Agree with f-b. Need to make it easier for a manager to follow deals automatically. Currently, it seems you have to manually follow each deal, which is a real hassle and easy to forget to do.