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isohelpline on February 23, 2024
When creating task I am not able to select q quote for which task is being created. Is there any way to create follow up tasks specific to a quote. also associate contact and associate company fields are blank even though i created my first sam read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
February 24, 2024 04:01
@isohelpline when you create tasks directly from a record, the task will be autoassociated to it. When you create tasks from the task index more
SShealy on May 17, 2023
I built out my sales pipeline yesterday and added all my active deals, then placed each deal in the stage of the pipeline where it currently is. Today I created automated tasks based on each stage of the pipeline, but when I go to the tasks page not read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
May 17, 2023 12:14
Hi @SShealy , When you created these automations, did you enroll existing records/deals? Can you navigate to those workflows and check the more
danawjones on December 22, 2022
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. read more
1 upvote
4 Replies
Community Manager
April 19, 2024 17:59
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be more
JordanR1 on March 25, 2022
Hi All, I am importing data from our previous CRM into HubSpot and am stuck on Tasks. Searching was not fruitful and the best answer I found suggested that the API was required. How do I import tasks using excel? Thanks!
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 25, 2022 13:54
Hi @JordanR1 , You're correct, at the moment this is possible only via API or a third-party integration, such as Import2 or CSV Loader . more
CharlotteJ on December 14, 2021
Everyone has those days where you are tied up in meetings all day long and your schedule seems almost impossible to manage. Oftentimes it is smaller things on your list that then just fall through the cracks and get lost in your to-do Nirvana. read more
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