In our deal pipeline we often have multiple contacts assigned to a Deal. We want to use workflows to assign automatic task creation based on deal movement. However, the tasks are duplicated across all contacts attached to the deal. We'd like to have the option to assign the tasks to the owner of the deal direction, and associated with the deal (as opposed to associated with a contact that's associated with the deal).
It is now possible to trigger task creation when deal stages change through deal stage automation! This tool can be accessed with either a Sales Hub Professional or Sales Hub Enterprise subscription. Please see this article from our Knowledge Base for further information on this automation.
It is now possible to trigger task creation when deal stages change through deal stage automation! This tool can be accessed with either a Sales Hub Professional or Sales Hub Enterprise subscription. Please see this article from our Knowledge Base for further information on this automation.
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