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wcjameson
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Member since ‎Mar 2, 2020
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William Jameson

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wcjameson on September 21, 2020
Clicking on Task takes you to Company info not Deal Info
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
Reply Discussion Tasks
1 upvote
2 Replies
Solved
devon42 on November 13, 2019
Workflow based off Deal Date Property
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
Reply Discussion Workflows
17 upvotes
30 Replies
wcjameson
Member
August 17, 2020
I dont seem to have "Admit enrollment" Unless I'm completely missing something. Any assistance is appreciated.
Solved
devon42 on November 13, 2019
Workflow based off Deal Date Property
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
Reply Discussion Workflows
17 upvotes
30 Replies
wcjameson
Member
August 17, 2020
I dont seem to have "Admit enrollment" Unless I'm completely missing something. Any assistance is appreciated.
Solved
devon42 on November 13, 2019
Workflow based off Deal Date Property
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
Reply Discussion Workflows
17 upvotes
30 Replies
wcjameson
Member
August 17, 2020
I dont seem to have "Admit enrollment" Unless I'm completely missing something. Any assistance is appreciated.
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