Hello, my name is Nicole and I am new to Hubspot.
I am currently setting up Hubspot as a new CRM. We are a company that assists people with building their wealth through investing in property. We have various stages that clients go through in our business.
The main one being once they have signed a building/land contract for a new investment property, there are then numerous stages that we track which I believe I should set up as tasks or a pipeline. I want to automate things for the business so as soon as they move to a certain stage a list of tasks automatically allocate to them. Can this be achieved?
Hi @NHarvey
You can use deal stage automation (and deal-based workflows) to create a set of CRM tasks for the record owner (or other HubSpot users) automatically on the deal record (or assocaiated records), so you should be able to achieve at least some of what you want. More info here: Automate tasks on deal stages
Be advised, these are internal tasks and are not visible to the external contact - this isnt supported by HubSpot natively.
Hope this helps.
Thank you for your reply on the deal stages. I have created one, however, I need our four staff who have individual hubspot logins to be able to see where exactly in the pipeline stage the deal is at. Eg, when the tasks have been completed. Is this an option?