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jhoke722
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Jason Hoke

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jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Antworten Idee Products & Quotes
341 Likes
117 Antworten
jhoke722
Mitglied
Februar 26, 2022
This is a must for our business. We are currently using a bunch of third-party workarounds to make this happen. We are a service business with mulitp...Beitrag ansehen
crlab on April 22, 2020
clone Knowledge Base articles
You should be able to clone Knowledge Base articles like you can blogs and webpages
Antworten Idee Knowledge Base
139 Likes
52 Antworten
jhoke722
Mitglied
Dezember 07, 2021
Upvoting! We would love to be able to create a template for each type of KBA we create and then clone each time we're creating a new article. This wo...Beitrag ansehen
Dylan on September 01, 2020
Custom object pipelines
Custom objects should have pipelines and a board view to represent the progress of a custom object through a set of stages
Antworten Idee Custom Objects
67 Likes
37 Antworten
jhoke722
Mitglied
Juni 30, 2021
Hi, we just signed up for sales enterprise today specifically to gain access to custom objects. Admittedly we failed to ask if you could use custom o...Beitrag ansehen
Clarara_T on Juni 06, 2019
Update Date Properties Dynamically Through Workflow
The Deal Workflow currently only has two ways to update a Date Property: Static Date - a Fixed Date Date of Step - Date when the action was executed Ask: To be able to update Deal Date properties dynamically in a Workflow, where the close date, Beitrag ansehen
Antworten Idee Workflows
59 Likes
25 Antworten
jhoke722
Mitglied
Februar 05, 2021
This would be great for us as well. In addition to the use cases outlined previously, we would like to be able to set a specific date property in a w...Beitrag ansehen
OfferZenBrett on September 27, 2019
Using personalization tokens in URL's / Links in sales emails
I want to be able to hyperlink some text with a token. I want to store the URL for a user to sign up / create their account as a property, and then in a template say " Click here to sign up " (and hyperlink that CTA).
Antworten Idee Snippets & Templates
81 Likes
31 Antworten
jhoke722
Mitglied
Januar 29, 2021
Yes please! This is a feature that would be extremely valuable to us.
PamelaSoh on September 18, 2018
Allow reenrollment for activity type criteria
"Activity type" workflow condition is fairly new and it doesn't allow for re-enrollment trigger. There are many instances whereby users want to track sales emails being sent to contacts and to reenroll contacts into the workflow to create tasks Beitrag ansehen
Antworten Idee Workflows
221 Likes
48 Antworten
jhoke722
Mitglied
September 20, 2020
This feature is a must for us! We're also using the CallRail integration since inbound calling seems to be a bit of an afterthought with Hubspot. We ...Beitrag ansehen
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