Hi,
We have a client who frequently uses Notes and Follow up task. They would like the content of the Notes created to be copied over to Task notes whenever a follow up task is created:
As of now it only refers to the Note when Beitrag ansehen
Ourselves and many of our customers have multiple Deals and Ticket Pipelines.
Both Deals and Tickets might need different information required in the different Pipelines they belong to. For example if your sales teams sell to completly differe Beitrag ansehen
I am a bit surprised this isn't a feature yet and that HubSpot still need more use cases to consider implementing this. When working with enterpr...Beitrag ansehen
Ourselves and many of our customers have multiple Deals and Ticket Pipelines.
Both Deals and Tickets might need different information required in the different Pipelines they belong to. For example if your sales teams sell to completly differe Beitrag ansehen
Hi,
We have a client who frequently uses Notes and Follow up task. They would like the content of the Notes created to be copied over to Task notes whenever a follow up task is created:
As of now it only refers to the Note when Beitrag ansehen
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