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Jtucke6
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Membre depuis ‎oct. 22, 2019
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Activité

Kim_GP le Juillet 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Lire la suite
Répondre Idée Deals
334 Mentions J'aime
140 Réponses
Jtucke6
Membre
Mars 11, 2022
This needs to be changed ASAP. Our deal close dates can be anywhere from 1 day to 1 year. The close date should be left blank until it is actually c...Lire la suite
yorame le Avril 06, 2017
Change timestamp of a note in the deal or contact timeline
Great idea for HubSpot: make it possible to change the date that belongs to a note in the timeline. My sales colleagues don't always submit their notes on the day of a certain meeting/event, and by adding them later they don't appear at the right s Lire la suite
Répondre Idée Contacts & Companies Deals
86 Mentions J'aime
47 Réponses
Jtucke6
Membre
Janvier 06, 2022
Yes! This would be a fantastic feature! My sales team does not log their notes or calls in real-time so being able to predate it so everything is acc...Lire la suite
hayesnelson le Juin 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Lire la suite
Répondre Idée Sequences Workflows
774 Mentions J'aime
262 Réponses
Jtucke6
Membre
Avril 20, 2021
Every day I log in to HubSpot I am disappointed this capability is still not available. We need a response from the HubSpot team as to when this wil...Lire la suite
hayesnelson le Juin 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Lire la suite
Répondre Idée Sequences Workflows
774 Mentions J'aime
262 Réponses
Jtucke6
Membre
Avril 20, 2021
Every day I log in to HubSpot I am disappointed this capability is still not available. We need a response from the HubSpot team as to when this wil...Lire la suite
r2davis3 le Septembre 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Répondre Idée Sequences
471 Mentions J'aime
181 Réponses
Jtucke6
Membre
Janvier 26, 2021
Every day I login to HubSpot and every day I wonder why this still has not happened. This is severely hurting our sales performance and usability of ...Lire la suite
r2davis3 le Septembre 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Répondre Idée Sequences
471 Mentions J'aime
181 Réponses
Jtucke6
Membre
Janvier 26, 2021
Every day I login to HubSpot and every day I wonder why this still has not happened. This is severely hurting our sales performance and usability of ...Lire la suite
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