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RebeccaShultz
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Member since ‎Oct 19, 2022
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Activity

jbolger90 on February 03, 2022
Ability to Organize and Sort Line Items within Product Library
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E. read more
Reply Idea Enterprise
53 upvotes
34 Replies
RebeccaShultz
Participant
March 09, 2023
Yes. Please! Can we get this in development, please?
RebeccaShultz on February 08, 2023
Meeting Reminders
Is there a way to automate meeting reminders for meetings that are booked inside the contact record?
Reply Discussion Enterprise
0 upvote
1 Reply
RebeccaShultz on January 27, 2023
Backup and Restore
I learned that I can not test call/sms integrations in the Sandbox. This presents a big issue because we are considering a new vendor and would have to test the new vendor in production. However, we currently have a call/sms system in place that is read more
Reply Discussion Admin
0 upvote
1 Reply
DevinRZC_DM on December 18, 2019
Playbooks - Drag and Drop Editing
I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building. Ex. We'd like to move the 1st question in a playbook to the end of the playbook read more
Reply Idea Playbooks
171 upvotes
44 Replies
RebeccaShultz
Participant
January 19, 2023
I came here thinking, why is this not a thing? We need this.
FernandoElias on November 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Reply Idea Dashboards & Reports
414 upvotes
92 Replies
RebeccaShultz
Participant
December 22, 2022
This would make my life so much simpler.
Solved
RebeccaShultz on December 08, 2022
Limit the number of contacts in a workflow
Is there a way (or a workaround) to drip a limited number of contacts from a list per day? For some context. we use workflows to automated sequences. These sequences include taks for the sales team to complete. We have been asked by the sales to read more
Reply Discussion Workflows
0 upvote
3 Replies
RebeccaShultz
Participant
December 09, 2022
The tasks would be actions for them to take with the lead, usually call.
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