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TTews
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Member since ‎Sep 18, 2023
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Thomas Tews

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TTews on August 08, 2024
Selecting the queue when creating a follow-up after completing an activity
Hello everyone, when I plan a follow-up after completing a task, I have often noticed that I cannot select the queue for the new task directly when creating it. After I have created the task, I have to open it and then I can select the queue. read more
Reply Idea Tasks
1 upvote
1 Reply
TTews
Participant
August 19, 2024
In this context it would also be helpful if you could choose the type of activity
TTews on August 08, 2024
Selecting the queue when creating a follow-up after completing an activity
Hello everyone, when I plan a follow-up after completing a task, I have often noticed that I cannot select the queue for the new task directly when creating it. After I have created the task, I have to open it and then I can select the queue. read more
Reply Idea Tasks
1 upvote
1 Reply
TTews
Participant
August 19, 2024
In this context it would also be helpful if you could choose the type of activity
Solved
Michelle_Krick on June 28, 2024
Vertretung in Hubspot
Hallo, gibt es eine Best Practice für Vertreter-Regelung in Hubspot? Wenn ein Sales Mitarbeiter im Urlaub ist, wie bekommt ein anderer mit, dass ein Deal unterzeichnet wurde oder es neue Aktivitäten zum Kontakt/Unternehmen gab? Wenn man das read more
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4 Replies
TTews
Participant
July 10, 2024
Hallo Michelle, wir lösen das bei uns damit, dass beim Phasenwechsel zu "Deal gewonnen" eine interne E-Mail an eine oder mehrere Mitarbeiter gese...read more
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