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LizCoralli on June 09, 2021
In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments. What read more
Guide | Diamond Partner
June 21, 2021 02:46
Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...read more
Solved
paigeleslie on May 25, 2021
I'm creating a workflow that will automatically trigger a task based on a customer meeting the parameters. When I tried to create a customer that suited these parameters to test, I got the error message: " [CONTACT] would not enroll because the work read more
0 upvote
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Accepted Solution
Hall of Famer | Partner
May 25, 2021 07:32
Hi @paigeleslie , The field is empy (see "Close date" right under "Deal information"), that's why HubSpot is returning an error. If there isn'...read more
Solved
jammarynails on June 21, 2017
My main Task tab is not showing at all, and when I go into a contact's information, all it lets me do is create a note. I can not assign a task or activity or call, etc... only a note. So I can't make ANY tasks whatsoever!! Anyone know why? What am read more
0 upvote
1 Reply
Accepted Solution
Member
June 21, 2017 11:08
OK. I figured it out... I guess. I had to click "create a deal" in the side bar of my contact. THEN it applied the CRM features so I could create tas...read more
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