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mamersfoort
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コミュニティー参加日： ‎7 2, 2020
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  • 件の返信
    3
  • いいね！した数
    16
  • いいね！獲得数
    2
  • ご意見・ご提案
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Martin Amersfoort

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

アクティビティ

jpasik 10月 20日, 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 続きを読む
返信 アイデア Properties
46 いいね！
10 コメント
mamersfoort
参加者
11月 08日, 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 ...続きを読む
解決済み
SmartAcre 8月 22日, 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 続きを読む
返信 ディスカッション
49 いいね！
27 コメント
mamersfoort
参加者
2月 07日, 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...続きを読む
caiodonald 4月 06日, 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 続きを読む
返信 アイデア Tasks
63 いいね！
10 コメント
mamersfoort
参加者
1月 30日, 2023
Absolutely disappointing indeed that it is not possible to automatically delete tasks for lost deals. Creates a lot of unneeded work.
KeeganSmith87 7月 27日, 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 続きを読む
返信 アイデア Workflows
24 いいね！
14 コメント
mamersfoort
参加者
10月 17日, 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...続きを読む
KeeganSmith87 7月 27日, 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 続きを読む
返信 アイデア Workflows
24 いいね！
14 コメント
mamersfoort
参加者
10月 17日, 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...続きを読む
解決済み
jakers007 7月 30日, 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.
返信 ディスカッション
11 いいね！
21 コメント
mamersfoort
参加者
10月 04日, 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...続きを読む
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