SkeeStylus

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Juan Pérez

Love inbound, particularly bottom funnel, sales enablement, marketing and sales alignment. Favorite small talk conversations: Mets, Giants, Warriors, Mobile Technology and Politics

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JannieEngen le Janvier 11, 2023

Delete deals as action in workflow

I see that there is an action on contact based workflows to delete contact, but we need the same in dealbased workflows! (And preferably in all types of workflows)

Répondre Idée Workflows

62 Mentions J'aime

12 Réponses

SkeeStylus

Contributeur | Partenaire solutions

Avril 15, 2024

Curious why you can't do this. Wondering what the reasoning must be for the prohibition. Would seem to keep the data clean.

SkeeStylus le Février 15, 2024

Add Documents as an Campaign Asset

I love how robust the HubSpot Campaigns are becoming but one asset I would love to see added is Documents. While I realize this is a Sales Hub component its very often leveraged in the marketing function and would be great to see that reported on i Lire la suite

Répondre Idée Campaign Sales Documents

1 Mention J'aime

0 Réponse

JoJohanna le Juin 02, 2020

Analyzing Snippets

It would be very helpful to be able to analyze the use and the response rate to Snippets (that contain a link for example).

Répondre Idée Snippets & Templates

152 Mentions J'aime

45 Réponses

SkeeStylus

Contributeur | Partenaire solutions

Février 05, 2024

+1 yea we need this the same way we have reporting for templates.

Résolues

MStach le Novembre 03, 2023

Increase # of association labels to over 10

Hello, Please allow the ability to create over 10 association labels between objects. I'm not sure why this is limited to such a low number, especially between contact-to-contact associations (in testing/beta). We would need to create associatio Lire la suite

Répondre Discussion Enterprise

1 Mention J'aime

6 Réponses

SkeeStylus

Contributeur | Partenaire solutions

Janvier 31, 2024

Hey @karstenkoehler & @MStach looks like the number of assocation labels has been increased to 50 as of today.

Mike_Eastwood le Octobre 31, 2022

Increase the number of Association Labels

Association Labels are really helpful – the ability to Associate Objects (e.g Contact to Company) with an Association Label (e.g. Accountant) is super helpful. As a HubSpot Partner we recommend most of our clients use association labels to mak Lire la suite

Répondre Idée Contacts & Companies

56 Mentions J'aime

18 Réponses

SkeeStylus

Contributeur | Partenaire solutions

Janvier 31, 2024

Hey all! As of today, the number of assocation labels has been increased to 50! Thanks for pushing this.

Kidomu le Mars 09, 2021

Dynamic due date for tasks

Currently, a due date for a task can be set to a specific date or a set number of days from task creation. Suggestion: allow task due date to be set in relation to a date property on an associated record Example use case: use a deal-bas Lire la suite

Répondre Idée Tasks Workflows

79 Mentions J'aime

21 Réponses

SkeeStylus

Contributeur | Partenaire solutions

Janvier 19, 2024

Totally agree. i've created a really complicated workflow workaround if anyone is interested...DM Me.

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