CRM

EKruger
Participant

Unable to access Workflow from Deal Stage

Hi,

 

We are currently unable to access Workflows from the Deal Stage within the Pipeline editor.

 

Previously when creating a new Pipeline we were able to click on the + icon in the deal stage to create a new workflow and with this step the enrollment criteria were also automatically set. Once you click on the + icon an option then appears that says "Need more advanced functionality? Open in Workflows" and before we could click on this to open the workflow in a new window, but now when we click on this nothing happens...

 

EKruger_0-1653031941572.png

 

Is this happening to anyone else and how do we resolve this?

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2 Replies 2
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Unable to access Workflow from Deal Stage

Hi @EKruger,

 

I'd recommend reaching out to HubSpot support directly about this (purple in-app help widget in the lower right corner of the screen). They should be able to assist and troubleshoot.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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EKruger
Participant

Unable to access Workflow from Deal Stage

Thank you, turns out we have a bug on our account which is not giving us permission to contact support (hence the community post). I dialled into support to assist for now.

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