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danawjones
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Member since ‎Dec 21, 2022
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danawjones on December 22, 2022
How to stop tasks from completing when doing something on a different contact?
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. read more
Reply Discussion Contacts Sales Tasks
1 upvote
4 Replies
danawjones
Member
December 23, 2022
Hi @karstenkoehler Thanks for responding! It's all done in the same tab. Here's the sequence of events: I go to the Sales tab in the top...read more
danawjones on December 22, 2022
How to stop tasks from completing when doing something on a different contact?
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. read more
Reply Discussion Contacts Sales Tasks
1 upvote
4 Replies
danawjones
Member
December 23, 2022
Hi @karstenkoehler Thanks for responding! It's all done in the same tab. Here's the sequence of events: I go to the Sales tab in the top...read more
danawjones on December 21, 2022
Call phone numbers not associated with an existing customer record
Currently, HubSpot does not allow users to outbound call phone numbers that are not associated **bleep** an existing customer record. I discovered this when I missed a call from a contact who called from a number that is different from their exi read more
Reply Idea Calling
7 upvotes
0 Reply
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