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amccarthy5892
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Membre depuis ‎sept. 16, 2019
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Ashley McCarthy

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PIrigoyen le Mai 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 Lire la suite
Répondre Idée Forms
25 Mentions J'aime
3 Réponses
amccarthy5892
Participant
Janvier 31, 2024
Much needed!!
amccarthy5892 le Juillet 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 Lire la suite
Répondre Idée Contacts & Companies Lists
0 Mention J'aime
0 Réponse
amccarthy5892 le Janvier 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 Lire la suite
Répondre Idée Products and Quotes
6 Mentions J'aime
1 Réponse
AbbyDavey le Mars 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.
Répondre Idée Products & Quotes
164 Mentions J'aime
57 Réponses
amccarthy5892
Participant
Octobre 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 ...Lire la suite
khughes le Avril 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 Lire la suite
Répondre Idée Marketing Emails
261 Mentions J'aime
89 Réponses
amccarthy5892
Participant
Mai 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...Lire la suite
plau le Septembre 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 Lire la suite
Répondre Idée Contacts & Companies
50 Mentions J'aime
24 Réponses
amccarthy5892
Participant
Mars 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...Lire la suite
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