CRM

Akki
参加者

Added note notification

解決

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?

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Josh
解決策
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

Added note notification

解決

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

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5件の返信
Josh
解決策
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

Added note notification

解決

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

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Akki
参加者

Added note notification

解決

Ah!!!

 

@ - name! 

 

thanks! 😄

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Josh
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

Added note notification

解決

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
参加者

Added note notification

解決

another thing! 🙂

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

Is there anything like this available?

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Josh
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

Added note notification

解決

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