CRM

Siddall
トップ投稿者

"Follow" a Deal, Contact, or Company

解決

Is there a way for a user to "Follow" a particular Deal, Company, or Contact?  

 

Management would like to 'stay up to date' and receive notifications about new Activity on a particular large Deal, for example. etc.

 

It would be similar to the "Recent Activity" dashboard but management doesn't want to have to keep their eyes pealed to a dashboard.

 

Thanks.

 

 

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Siddall
解決策
トップ投稿者

"Follow" a Deal, Contact, or Company

解決
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edjusten
HubSpot Employee
HubSpot Employee

"Follow" a Deal, Contact, or Company

解決

Hi @Siddall  We currently don't have a notification system built in to the deals object to push notifications as the deal moves forward. A dashboard monitor is your best bet for now. 

But this is a great suggestion. Can you head over to the ideas forum and add this as a post?

 

Ed 


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Siddall
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トップ投稿者

"Follow" a Deal, Contact, or Company

解決

Done.