CRM

MarioBraile
Membro

Task workflow flag

How do I create a control (in the CRM area) so that one job passes to another without the end of it? I am having difficulty in establishing a flow of activities in the Hubspot, with interdependencies. That is, I do not want a particular consultant , go from one task to another, without the previous one being executed ... how do I get this on the platform ??

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natsumimori
Gerente da Comunidade
Gerente da Comunidade

Task workflow flag

Hi @MarioBraile ,

 

Thank you for reaching out to the HubSpot Community.

Would you mind sharing a bit more details such as...

  • Your end-goal with an example
  • Current road blocks
  • Any resourecs or examples you are referring to

The more screenshots, details and information you can share, the better the Community can assist!

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