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amccarthy5892
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Miembro desde ‎sep 16, 2019
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Ashley McCarthy

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PIrigoyen en May 24, 2023
Add validation for Phone Number on Forms
HubSpot does validate email addresses because there are backend records on the email addresses that can be checked online to verify if an email is valid or not. And so this is something that the forms tool does. If an email is not val Leer más
Responder Idea Forms
25 Me gusta
3 Respuestas
amccarthy5892
Participante
Enero 31, 2024
Much needed!!
amccarthy5892 en Julio 28, 2023
Ability to Filter Contacts w/o a Task Assigned
We're currently trying to create a list of contacts who have received an outbound call but don't have a follow-up task. Currently, we can't filter for those who don't have an existing task. It would be great if this were an option for our sales Leer más
Responder Idea Contacts & Companies Lists
0 Me gusta
0 Respuestas
amccarthy5892 en Enero 13, 2023
Ability to Set Required Fields in Quotes
Would be highly valuauable to be able to add required fields to quotes We're specifically interested in requiring First Name and Last Name. Currently, this is not possible and when someone uses a email not in our Hubspot system, it auto adds Leer más
Responder Idea Products and Quotes
6 Me gusta
1 Respuestas
AbbyDavey en Marzo 05, 2020
Manually change quote status
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.
Responder Idea Products & Quotes
164 Me gusta
57 Respuestas
amccarthy5892
Participante
Octubre 26, 2022
Would really be a value add to be able to manually adjust the quote status after it has been expired - we have an existing quote signed but "waiting ...Leer más
khughes en Abril 03, 2017
monthly recurring emails
I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually. The example that I have is when I sent a request for newsletter inf Leer más
Responder Idea Marketing Emails
261 Me gusta
89 Respuestas
amccarthy5892
Participante
May 19, 2021
To expand upon this idea, the need for monthly recurring workflows is extremely important because it affects not only the ability to send monthly ema...Leer más
plau en Septiembre 12, 2019
Ability to use date properties in Playbooks
At the moment Date-picker type properties are not supported by Playbooks. One use case for updating date properties via Playbooks is if we want to update information like the next meeting date we want to arrange with the contact, their preferred app Leer más
Responder Idea Contacts & Companies
50 Me gusta
24 Respuestas
amccarthy5892
Participante
Marzo 04, 2021
The fact that this isn't currently possible and has been a recommended idea for years now - really points out weaknesses in Hubspots designs and func...Leer más
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