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mamersfoort
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Mitglied seit ‎Jul 2, 2020
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Martin Amersfoort

Internet marketing specialist. Core member of Booking.com intenternet marketing team from 2004-2018

Aktivität

jpasik on Oktober 20, 2022
Managing the visibility of property options
Objective Hide specific property options from users (in the portal, and not only in the forms) and still be able to report on these options or select them in the workflows Background we want to hide specific options to users from further u Beitrag ansehen
Antworten Idee Properties
46 Likes
10 Antworten
mamersfoort
Teilnehmer/-in
November 08, 2023
Indeed it is really very annoying. I am pretty sure that in the past it was posssible to delete a property option such that it could not be selected ...Beitrag ansehen
Gelöst
SmartAcre on August 22, 2018
Set a date property as "x days after" day of step
Hi, currently we are working on a new Free Trial experience, whereby users are now given 30 days to test out software and are then shut off after that period. When users sign up for a free trial, we would like to populate a Date Property that i Beitrag ansehen
Antworten Diskussion
49 Likes
27 Antworten
mamersfoort
Teilnehmer/-in
Februar 07, 2023
I agree, the optio nto choose a variable for the delay or set the due date using any (deal property) date variable should be standard included in the...Beitrag ansehen
caiodonald on April 06, 2021
Closing tasks automatically
I've implemented HubSpot for some clients that have a qualification team on their sales process. These teams usually receive a lead that goes through an automatic cadence (like a sequence), but on workflows, instead of waiting for the salesperson t Beitrag ansehen
Antworten Idee Tasks
63 Likes
10 Antworten
mamersfoort
Teilnehmer/-in
Januar 30, 2023
Absolutely disappointing indeed that it is not possible to automatically delete tasks for lost deals. Creates a lot of unneeded work.
KeeganSmith87 on Juli 27, 2021
Workflow Descriptions
I really wish there was a way for us to have descriptions for EVERY workflow type, not just contact workflows. As I look to expand the Admin userbase for our instance, I'm finding it incredibly cumbersome and very time-consuming to have to continual Beitrag ansehen
Antworten Idee Workflows
24 Likes
14 Antworten
mamersfoort
Teilnehmer/-in
Oktober 17, 2022
Dear Jess, Thanks for the update. This is a great improvement. However I am still missing one feauture. For some reason it does not seem possible to...Beitrag ansehen
KeeganSmith87 on Juli 27, 2021
Workflow Descriptions
I really wish there was a way for us to have descriptions for EVERY workflow type, not just contact workflows. As I look to expand the Admin userbase for our instance, I'm finding it incredibly cumbersome and very time-consuming to have to continual Beitrag ansehen
Antworten Idee Workflows
24 Likes
14 Antworten
mamersfoort
Teilnehmer/-in
Oktober 17, 2022
Dear Jess, Thanks for the update. This is a great improvement. However I am still missing one feauture. For some reason it does not seem possible to...Beitrag ansehen
Gelöst
jakers007 on Juli 30, 2018
task column properties
Is it possible to change the properties that my team sees on the tasks comumns? I went to "actions" while on the tasks page and then "edit columns" but it only has 6 default properties available to choose from.
Antworten Diskussion
11 Likes
21 Antworten
mamersfoort
Teilnehmer/-in
Oktober 04, 2021
One important property that is still missing in the overview (and filter settings) is the current deal stage of the associated deal. For exmample in...Beitrag ansehen
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