CRM

TMalpetti
Membre

Automatically create tasks according to deal stage

Résolue

Is it possible to automatically create a task when moving the deal to a new stage?

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1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Automatically create tasks according to deal stage

Résolue

Hi @TMalpetti

 

You can do this with workflows if you have HubSpot Sales Pro or Marketing Pro. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Voir la solution dans l'envoi d'origine

0 Votes
1 Réponse
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Automatically create tasks according to deal stage

Résolue

Hi @TMalpetti

 

You can do this with workflows if you have HubSpot Sales Pro or Marketing Pro. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Votes