HubSpot User is Out of Office

100% necessary feature.
We have the automation where the lead is rotated between the owner (team) depending on the stage in the pipeline.
If a member of the team goes for a two week holiday the tasks and follow-up would be missed.
Each user should be able to set his status as “out of office” or “on holiday” and be excluded for the holiday period from workflows.

We definitely need this. Please fast track if possible as it is cumbersome to manage large teams without this feature.

Thanks.

I agree. We want to make sure that tasks are taken over in case of an out of office colleague. Been searching for a solution for hours, but no luck so far.

Same here, we have 28 users going OOTO on variable basis and it always takes a few hours to remove them from teams, workflows, contact ownerships, notifications etc.

Would be good to allow each user to set themselves as OOTO and place a backup user who takes over any associations for the time being.

Yes, as we are all going on holiday again this function would be valuable again! Please consider having this done, there are already 55 upvotes and counting.
Here is a similar comment, please have a look at this one as well. (And for the other people in the community, make sure to upvote that as well :slightly_smiling_face: ) https://community.hubspot.com/t5/HubSpot-Ideas/Set-a-User-as-Out-of-Office/idc-p/450782#M86059

This is an urgent feature for a lot of companies. Workflows are tied to individual salespeople in many cases, and we have to account for automation when they are out of office.

I desperately need a way to assign to a backup person (workflow automation + associated tasks), and then assign them BACK once they are back in office.

It’s hard for me to believe this isn’t a thing, because how else do you handle someone leaving for PTO? There are plenty of customers who are under that person who are mid-workflow, as well as newly assigned.

This is an urgent feature!

Critical to running the business smoothly.

We absolutely need this feature not only for workflows and tasks but also for tickets and conversations.

We are now in the situation when a co-worker didn’t know somebody is OOO and re-opened the ticket → the ticket is stuck until somebody is back.

I use the workaround with changing the team, but when you have multiple forms, channels, inboxes etc - it becomes a nightmare to remember the list of all places where you need to change the team as well.

+1

This would be very helpful for remotely working international teams.

+1 It would be great if people that are OOF can adjust it in the portal. It will save us a loooot of manual work!

This feature would save sooo much manual work! With a team of 40+ salespeople being used in workflows to direct time-sensitive customer behaviours, we need an easier way to deal with OoO.

Hi HubSpot Dev Team. Please conside this idea among the next product updates. This is a highly requested feature in HubSpot.

Hubspot dev, PLEASE PLEASE add an OOO feature for reps!!!

+1 - Trying to wrap my head around how to ensure conversations and tasks aren’t missed when an agent is on vacation.

HubSpot team -- this is a two-pronged issue for us:

1) Manually removing reps from teams/lead rotation workflows creates a LOT of room for error:

  • Someone might forget to add them back in
  • Schedules can change week to week
  • They might want to check in on a lead or report while they’re out, and would lose access if the views are restricted by team
  • We wouldn’t be able to add them back in until business hours begin on their day back, and so they’d miss the “overnight” leads that start at midnight on those days

2) Without this, we’re left having to manually reassign leads that go to OOO/off-schedule reps, which comes with another set of problems:

  • Related tasks can’t be bulk reassigned or auto-closed
  • Meetings can’t be changed to different owners (we allow leads to book their own tours via meetings tool -- in this scenario, meetings preface deals/lead assignment, and not the other way around, so reassigning a meeting has a huge downsteam impact)
  • Meetings also trigger personalized texts to leads, so when we reassign, the lead gets a slew of new but duplicate texts from the new owner

Allowing us to control lead rotation by marking reps as out of the office (either ad hoc, or via a schedule we can program) would make a HUGE impact for everyone from our HubSpot admins, to our reps, to our leads and the customer experience. HubSpot knows better than anyone that response time for leads is crticial to close probability -- please help us clear some of these hurdles and implement a solution to this!

Well, all HubSpot enthusiasts … I have asked for that mission critical functionality on

Apr 27, 2019

2:43 AM.

Someone does not seem to understand that we are all suffering from this big time.

Tasks in Nirvana. E.g. you have a webinar and the follow up shall take place a day or two later with extra info and client rep introduction …

…silence … silence … like

Pink Floyd would sing “Is there anybody out there”

Honestly, I am tired of submitting features as “IDEAS” that should be standard out-of-the-box functionalities!!!

+1

HubSpot team - please make this a priority! It’s crucial to be able to identify specific people as “Away” or “Out of Office” so that they can be excluded from workflows and deal/ticket/etc ownership. There is a lot of room for error (and it’s quite tedious) in manually reassigning items away from individuals who are not available to answer customer questions.

Please make a “status” reportable as a property to easily add to workflows.

Adding our vote too. An out of office designation or away, or something to keep tickets flowing to available staff. We want to turn on the automated ticket assignment, but this will impact our ability to resolve tickets in a timely manner. The work arounds are not user friendly and do not allow for staff members to just updated their status to OOO.

When is this going into production?