Profil

JSlater
Mitglied
Mitglied seit ‎Feb 16, 2021
Nachricht senden
  • Lösungen
    0
  • Antworten
    0
  • Likes vergeben
    6
  • Likes erhalten
    76
  • Ideenforum
    4

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Joe Slater

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

JSlater on Oktober 06, 2023
Conversations (Snippets and templates)
Would be ideal if Snippets and Templates (Conversations) could be connected to self-built Custom Objects, allowing for personalisation etc. Also, being able to restrict/select which Snippet/template could be used for an object would be useful (e.g. Beitrag ansehen
Antworten Idee Conversations
0 Likes
0 Antwort
arlogilbert on November 10, 2021
Association Label Requirements (and Association Requirements)
It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w Beitrag ansehen
Antworten Idee Deals
55 Likes
26 Antworten
JSlater
Mitglied
Juni 24, 2022
It would also be useful to be able to set association labels through workflows, rather than having to manually select these or continue to upload th...Beitrag ansehen
Arne on April 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c Beitrag ansehen
Antworten Idee Contacts & Companies Lead Flows Tasks Workflows
406 Likes
112 Antworten
JSlater
Mitglied
Juni 14, 2022
Agreed! This is a feature that would really tie many things together. In addition, being able to set workflows with the enrolment tiggers, ba...Beitrag ansehen
roop on August 28, 2018
Workflows centered on date property
Currently we can only center workflows around a contact date property. Can you add this functionality to company date properties.
Antworten Idee Workflows
75 Likes
23 Antworten
JSlater
Mitglied
April 25, 2022
Can this also be considered for own bulit custom objects please
JSlater on Oktober 08, 2021
Document retention
Hi Hubspot, Who = User {sales team} & Compliance team What = Currently we {users} are saving email communication and attachment to relevant sections within Hubspot {email log/attachment section} however, we have a number of key documents t Beitrag ansehen
Antworten Idee Deals Sales Documents
1 Likes
1 Antwort
JSlater on Mai 11, 2021
Pipeline/stage "total amount"
Can you please consider allowing for alternative properties to be displayed as the calculated total in the Pipeline/stage "total amount" section. This is defaulted to calculate deal amounts only, however, we would like the option to change this Beitrag ansehen
Antworten Idee Deals
30 Likes
13 Antworten
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.