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Kris-PP
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Membre depuis ‎déc. 26, 2019
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Luciana le Juin 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.
Répondre Idée Calling Tasks
8 Mentions J'aime
2 Réponses
Kris-PP
Membre
Avril 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...Lire la suite
DiegoPI le Juin 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 Lire la suite
Répondre Idée Meetings
1009 Mentions J'aime
331 Réponses
Kris-PP
Membre
Février 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...Lire la suite
KevinFMTV le Juin 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 Lire la suite
Répondre Idée Workflows
443 Mentions J'aime
137 Réponses
Kris-PP
Membre
Novembre 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, ...Lire la suite
KevinFMTV le Juin 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 Lire la suite
Répondre Idée Workflows
443 Mentions J'aime
137 Réponses
Kris-PP
Membre
Novembre 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, ...Lire la suite
sketchism le Juin 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 Lire la suite
Répondre Idée Meetings
158 Mentions J'aime
37 Réponses
Kris-PP
Membre
Mai 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. ...Lire la suite
MG le Mai 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 Lire la suite
Répondre Idée Account Settings
295 Mentions J'aime
104 Réponses
Kris-PP
Membre
Janvier 21, 2020
Yes, this is a really important features
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