CRM

JFerreira
Member

Respond to tasks

SOLVE

Hi there,

 

Imagine this scenario:

 

  • Person A give a Task to Person B
  • Pearson B need more information to complete the task

How can Person B request that information and how can Person A get a notification about that request?

 

Regards

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Respond to tasks

SOLVE

Hi @JFerreira 

 

They could create a note on the contact record with their questions and @mention Person A on the note. 

 

Other than that, HubSpot isn't really build for this type of communication. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Respond to tasks

SOLVE

Hi @JFerreira 

 

They could create a note on the contact record with their questions and @mention Person A on the note. 

 

Other than that, HubSpot isn't really build for this type of communication. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
JFerreira
Member

Respond to tasks

SOLVE

Using the @mention do the job that i need.

 

Thanks a lot with this solution

 

Regards

0 Upvotes