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Hugo Cerutti

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sgerrits en Enero 08, 2021

Activity Based Workflows

Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email Leer más

Responder Idea Workflows

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107 Respuestas

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Participante

Octubre 12, 2021

VagaeNatus en Septiembre 02, 2018

Custom properties for Activities (Tasks, Meetings, etc.)

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Leer más

Responder Idea Calling Meetings Tasks

496 Me gusta

147 Respuestas

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Participante

Octubre 12, 2021

angara en Abril 06, 2020

Custom properties for Tasks

We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r Leer más

Responder Idea Tasks

349 Me gusta

95 Respuestas

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Participante

Octubre 12, 2021

+1. Tasks really need to be used as an object rather than an engagement

Julian3 en Septiembre 29, 2017

Sorting open tasks by time zone, and creating call tracks

Sorting tasks by time zone : it would be helpful to have the time zone associated with the company/contact appear in a column in "table" view. This way you wouldn't have to click into the profile each time to know if it's an appropriate time to c Leer más

Responder Idea Tasks

105 Me gusta

69 Respuestas

hugspot

Participante

Octubre 12, 2021

Sorting tasks by time zone : totally agree on this. It would be very helpful for us too. I'm interested to know when the Beta is available

purrlo en Septiembre 23, 2020

Add "Show country code dropdown menu" option to meeting bookings

In all other forms when adding a phone number, there is a toggle to allow 'Show country code dropdown menu' This is super useful as it allows our sales team to know the full dialling number of who they need to get in touch with. Howe Leer más

Responder Idea Meetings

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37 Respuestas

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Participante

Julio 29, 2021

Same for us!

RiccardoPisani en Julio 31, 2019

Pop up Forms Hidden fields

Hi there, Would be great having the possibility to add hidden fields into pop up forms. Why: we love to insert there as fewer fields as we can to keep them easy/quick to complete. Challenge: lack of fields = lack of info. e.g: in the cas Leer más

Responder Idea Forms Lead Flows

48 Me gusta

18 Respuestas

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Participante

Junio 16, 2021

This would be really useful, just like in regular forms. We use hidden fields for lead attribution and it limits tracking for contacts that submitte...Leer más

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