HubSpot Ideas

nina

Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow

We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to distribute leads evenly through an auto-rotation.

 

Right now if someone goes on vacation I have to edit each workflow to remove them that day and then put them back in when they return. 

 

The issue is that this then disrupts the workflow and it assigns back to back leads to the same person or generally doesn't work correctly. If I had some other way to mark a particular user someone as not taking leads that day so that it would skip them or mean I didn't have to edit each workflow automatically this would greatly help both my time spent and the issues my removing them and putting them back in creates. 

HubSpot Updates
Not Currently Planned
June 25, 2021 09:16 AM

Hey everyone,

 

Sorry for forgetting to update the status of this.

 

We currently don't have anything planned for this but will update this thread if that changes.

 

Best,

Jesse

Being Reviewed
April 20, 2020 12:21 PM

Hey Community!

 

Thanks for the replies and upvotes here. We are currently looking into this idea, and I will update the status with details when we have any new information.

 

One question I have for the group is: how do you all manage vacation now, and what would be the optimal way you would do this in HubSpot?

 

Thanks,

Jesse

65 Replies
spogue
Top Contributor

Great(?) stuff. Thanks for expanding and sharing. I think this is the type of in-depth examples Hubspot needs to see. I'd think an admin would also need the ability to turn someone Active/Inactive if the user forgets to set it themselves? 

LKohnert
Member

It would also be beneficial if an admin could also automatically assign the tickets or conversations from an absent team member. For example, if a team member is sick, I have to manually change the owner of all of his conversations to other team members. 

Routera-LT
Participant

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Alvaro_Sanz
Participant

It's been +5 years since this request was submitted. How is it possible that this is still "Not Currently Planned"?!

 

It puzzles me that HubSpot, known for its automation tools, allows this level of manual work...

JuanHilario_AVO
Member

We need this as well. We have two options - either we manually reassign tickets or we manually remove users from all ticket assignment workflows...