CRM

mseibert
投稿者

Following or subscribing to a deal

解決

A colleague has created a deal that I am interested in. I would like to get an email of all activities in the deal. Does HubSpot allow me to do that somehow?

0 いいね!
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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Following or subscribing to a deal

解決

Hi @mseibert,

 

When accessing any deal, you can click the "Actions" dropdown and then select the "Follow" option. This option is either available straight away or grayed out, in which case you need to enable the corresponding notification settings:

 

karstenkoehler_0-1629643796351.png

 

By clicking "Settings" you'll be taken to this screen. Select "Activity on record you own or follow":

 

 

karstenkoehler_1-1629643822694.png

 

Best regards!

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Following or subscribing to a deal

解決

Hi @mseibert,

 

When accessing any deal, you can click the "Actions" dropdown and then select the "Follow" option. This option is either available straight away or grayed out, in which case you need to enable the corresponding notification settings:

 

karstenkoehler_0-1629643796351.png

 

By clicking "Settings" you'll be taken to this screen. Select "Activity on record you own or follow":

 

 

karstenkoehler_1-1629643822694.png

 

Best regards!

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

mseibert
投稿者

Following or subscribing to a deal

解決

Bam. Did not read it as it was grayed out. And did not see the layer with the explanation. Thank you so much.