CRM

Akki
Participant

Added note notification

SOLVE

Hi,

 

If i add a note to a company or contact with other than myself as that company owner, is it possible to notify owner of that contact about this note?

0 Upvotes
1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Added note notification

SOLVE

Hi @Akki,

 

Yes, when you mention a user on a note within HubSpot, they will be notified based on their notification preferences. For example, if they choose to receive those types of notifications by email, that is how they would be notified...even if they aren't the owner of the contact.

 

Josh 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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5 Replies 5
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Added note notification

SOLVE

Hi @Akki,

 

Yes, when you mention a user on a note within HubSpot, they will be notified based on their notification preferences. For example, if they choose to receive those types of notifications by email, that is how they would be notified...even if they aren't the owner of the contact.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

0 Upvotes
Akki
Participant

Added note notification

SOLVE

Ah!!!

 

@ - name! 

 

thanks! 😄

0 Upvotes
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Added note notification

SOLVE

You're welcome.

 

I love the mention feature!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Akki
Participant

Added note notification

SOLVE

another thing! 🙂

I was trying to mention whole team, @teamname ; and looks like it doesnt work.

Is there anything like this available?

0 Upvotes
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Added note notification

SOLVE

Unfortunately the @ mention feature doesn't work with teams. There is an idea in the forum for that, which you can see here. I would suggest upvoting that idea.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer