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Kris-PP
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Member since ‎Dec 26, 2019
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Kristen Melville

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Activity

Luciana on June 18, 2020
Call Notes Create Follow Up Task with PRIORITY
After logging a call, I love the option to create a followup task from the notes window. However, it would be great if the window had an option to assign a priority level to that follow-up task.
Reply Idea Calling Tasks
8 upvotes
2 Replies
Kris-PP
Member
April 10, 2024
Yes! We have reps with 60-100 tasks per day and it wastes time to have to click back to the tasks tab and open task to edit the priority. Would be so...read more
DiegoPI on June 11, 2018
Customize Meeting Reminder & Meeting Booked Emails
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more
Reply Idea Meetings
1005 upvotes
331 Replies
Kris-PP
Member
February 03, 2022
Hey, thanks for the idea. I assumed that Hubspot would address this because it’s such an obvious need, but it doesn’t look like that’s going to happen...read more
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
442 upvotes
137 Replies
Kris-PP
Member
November 01, 2021
Here is an idea for other frustrated Hubspot customers on this issue. If you feel as frustrated as I do that Hubspot won't fix such a basic problem, ...read more
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
442 upvotes
137 Replies
Kris-PP
Member
November 01, 2021
Here is an idea for other frustrated Hubspot customers on this issue. If you feel as frustrated as I do that Hubspot won't fix such a basic problem, ...read more
sketchism on June 13, 2019
Allow Meeting Time as a Personalization Token
Given that there are limitations to Meeting Notifications, it would be ideal to allow a "Meeting Time" option available as a personalization token that can be used in multiple settings. This could even be included as part of the existing "Last Meeti read more
Reply Idea Meetings
156 upvotes
37 Replies
Kris-PP
Member
May 25, 2020
Meeting date without the time is basically useless for workflows. You can't send a client something related to a meeting without including the time. ...read more
MG on May 05, 2017
Restrict Editing of Certain Properties and View history of User Edits
Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more
Reply Idea Account Settings
295 upvotes
104 Replies
Kris-PP
Member
January 21, 2020
Yes, this is a really important features
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