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 Leia mais
@isohelpline when you create tasks directly from a record, the task will be autoassociated to it.
When you create tasks from the task index p...Leia mais
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 Leia mais
Hi @SShealy ,
When you created these automations, did you enroll existing records/deals? Can you navigate to those workflows and check the act...Leia mais
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. Leia mais
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be a...Leia mais
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!
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.
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