I was also going to request this as it would be super helpful in our internal processes! For our company, we have our clients go through an onboarding process when they join our network. We require them to complete their onboarding within 60 days and manage the process through workflows. In Hubspot we have a property for Onboarding Start Date, and we also have an Onboarding Deadline Date. We reference the Onboarding Deadline Date in the next step/reminder emails, so it needs to be set upfront. Currently we are manually having to count out 60 days from the Onboarding Start Date and set the property date. It would be nice if when the individual first entered the workflow we could use the "Set Contact Property" to automatically do 60 days from property Onboarding Start Date.
We really need this too - I see the functionality exists when you have CRM Hub but that's a huge additional cost to incur for this fairly basic functionality. Any chance this is being worked on for other hub access?
This would be great to have so we can set up expiry dates for our customer success team to be able to easily reference in the object record - it says that it's been delivered, but that's not true the only options in workflows is a static date or the date of the action in the workflow. Can someone from HubSpot (maybe @MeganLegge since you posted "delivered") clarify what was actually delivered and update us if this is something that might be coming soon...
Você deve ser um usuário registrado para adicionar um comentário aqui. Se você já estiver registrado, faça logon. Se você ainda não estiver registrado, registre-se e faça logon.
