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解決済み
JBailey6 2月 22日, 2024
Problem: When viewing tasks, there is no option to filter the associated companies State or Region. This has been requested multiple times over the years with no response from HubSpot. 01/21 Request - No Response 03/21 Request - No Respons 続きを読む
0 いいね!
1 コメント
Accepted Solution
最優秀メンバー | Elite Partner
2月 22日, 2024 19:29
Hi @JBailey6 while I can't speak to why there hasn't been an update from HubSpot on the previous idea requests, one thing I've learned about the co...続きを読む
解決済み
CMarritt 12月 09日, 2022
tiWe have a workflow based on a ticket pipeline and tasks are created based on which ticket status the ticket is moved to, but sometimes the ticket might move back to a status it's already been in, which triggers the tasks to be recreated even when 続きを読む
0 いいね!
3 コメント
Accepted Solution
殿堂入り | Solutions Partner
12月 09日, 2022 08:05
Hi @CMarritt , If you do not want the task to be recreated, you would disable re-enrollment for this workflow: https://knowledge.hubspot.com/...続きを読む
解決済み
WhaleHouseNL 10月 24日, 2022
When a person fills a Hubspot form that submission doesn't go to the conversations inbox - neither does it create a task for me to connect with that person. Have I set something up incorrectly?
Accepted Solution
コミュニティーマネージャー
10月 25日, 2022 04:13
Hi @WhaleHouseNL Thank you for reaching out! Did you follow these steps to connect and customize a form channel in your Conversation...続きを読む
解決済み
clvtross 9月 22日, 2022
I want to confirm that I am able to create free users from our instance and confirm they can view and complete tasks assigned to them directly. I know that accessing tasks in a queue does depend on a Professional or Enterprise license. I also want t 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 23日, 2022 01:07
Hi @clvtross , Creating, editing, assigning and completing tasks and tickets are all features available to free users: https://knowledge.hu...続きを読む
JessicaEnglund 7月 08日, 2022
When in the Task queue, selecting the Task Title should link to the Task details. Currentlty, if there is no associated Company assigned, it links to the associated Ticket's Activity view (not Task view): When there is an associated 続きを読む
2 いいね!
3 コメント
コミュニティーマネージャー
7月 13日, 2022 04:25
Hi @JessicaEnglund Thank you for your reply and sorry about that I definitely meant the Tasks tab and not the notes tab... I had a l...続きを読む
Baduist 9月 14日, 2021
Is it possible to automatically assign a ticket (or create a task) to a team / rep based on keywords in the content of the ticket? i.e. if an oncoming message has the word "unsubscribe" assign it to a certain team member, or if it contains "intere 続きを読む
0 いいね!
5 コメント
最優秀メンバー | Elite Partner
10月 04日, 2022 16:08
Thanks @kvlschaefer for the tag 🙂 Hi @CPrentice and @Baduist it's not possible to create custom properties for a conversation. The onl...続きを読む
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