We are finding the sequence email tool helpful for quote follow up activity. However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to manual follow up methods.
Has anyone found a way or are there suggestions on how others are handling followup activities with a contact who has multiple projects?
Hi @Vicky-Bowie - you're one of many folks who want this functionality added to HubSpot Sequences. There's an idea here you can upvote and comment on. HubSpot does pay attention to these.
As for what to do to solve what you're running into, I'd default to using tasks one at a time. It's not ideal, but it'll help manage follow-ups as you work those projects.
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Hi @Vicky-Bowie - you're one of many folks who want this functionality added to HubSpot Sequences. There's an idea here you can upvote and comment on. HubSpot does pay attention to these.
As for what to do to solve what you're running into, I'd default to using tasks one at a time. It's not ideal, but it'll help manage follow-ups as you work those projects.
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!