Profile

wcjameson
Member
Member since ‎Mar 2, 2020
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    0
  • Upvotes Received
    2
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

William Jameson

This user hasn't created a bio yet. Edit your own profile here!

Activity

wcjameson on September 21, 2020
This has been crazy for a short while now. When a staff member has a task, they click on the deal it's related to. However, instead of taking them to the deal it will take them to the company and they have to search the deal. Is there an option read more
0 upvote
1 Reply
HubSpot Employee
September 21, 2020
Hi there : ) Could you tell me how the task is created ? I made a manual test on my own portal for this behaviour. If I create a task m...read more
Solved
devon42 on November 13, 2019
Hello - I am trying to create a workflow based off of a date at the deal property. From what I can tell, HubSpot only allows a date centered workflow at the contact level. This is what I'm trying to accomplish: Send a follow up email 60 days aft read more
16 upvotes
29 Replies
Key Advisor
October 28, 2021
@vmora , you could choose which deal property you would like to copy over when using the deal workflows. You could also have multiple contact prope...read more
Solved
devon42 on November 13, 2019
Hello - I am trying to create a workflow based off of a date at the deal property. From what I can tell, HubSpot only allows a date centered workflow at the contact level. This is what I'm trying to accomplish: Send a follow up email 60 days aft read more
16 upvotes
29 Replies
Key Advisor
October 28, 2021
@vmora , you could choose which deal property you would like to copy over when using the deal workflows. You could also have multiple contact prope...read more
Solved
devon42 on November 13, 2019
Hello - I am trying to create a workflow based off of a date at the deal property. From what I can tell, HubSpot only allows a date centered workflow at the contact level. This is what I'm trying to accomplish: Send a follow up email 60 days aft read more
16 upvotes
29 Replies
Key Advisor
October 28, 2021
@vmora , you could choose which deal property you would like to copy over when using the deal workflows. You could also have multiple contact prope...read more
Bookmark content for quick access to your most helpful threads.
There aren't any posts from you just yet. C’mon, don’t be shy :)

Following

The Community experience is always better if shared with others. Here’s somone who might be able to help you get started.
Community Badges

My Groups

Looks like you haven’t subscribed to any Groups just yet. It’s ok, here’s some groups that might be relevant for you or
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.