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CBader
Participant | Partner
Participant | Partner
Member since ‎Nov 6, 2019
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  • solutions
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  • Replies
    4
  • Upvotes Given
    34
  • Upvotes Received
    112
  • Ideas
    3

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Cheryl Bader

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Activity

CBader on May 12, 2020
Option to log emails to closed deals
In our industry, when a deal closes, then 3+ months of custom manufacturing begins, with lots of email traffic around the build and shipment of a piece of industrial equipment. Our sales and accounting teams need the emails related to a deal to read more
Reply Idea Deals Sales Email Extensions & Add-Ins
43 upvotes
16 Replies
KevinGrondin
HubSpot Product Team
July 19, 2021 08:20
Thank you for sharing your input, everyone! We are planning to re-evaluate the logic we use to auto-associate activities to records. I will leave thi...read more
CBader on May 26, 2021
Custom report builder should allow filtering by number of days and not just milliseconds
The new Custom Report Builder, a.k.a. Advanced Builder, appears intended to replace the Cross-object report builder but is missing some functionality. My use case: I have a report that flags any contacts that have more than 30 days between their read more
Reply Idea Marketing Reporting Sales Reporting
4 upvotes
0 Reply
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
271 upvotes
83 Replies
SKumaraswamy
Member
May 09, 2022 04:54
Automating note creation on Hubspot can solve a lot of usecases. Not sure of how complex it is going to be but this seems essential and would love to...read more
Solved
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
Reply Discussion CRM
34 upvotes
43 Replies
kvonloesecke
Community Manager
May 19, 2022 12:42
This is great, @DColeman7 ! Thanks for sharing! 🙂
Solved
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
Reply Discussion CRM
34 upvotes
43 Replies
kvonloesecke
Community Manager
May 19, 2022 12:42
This is great, @DColeman7 ! Thanks for sharing! 🙂
Wilder on February 14, 2021
Week of February 22th: Help us name our Community Member Blog
HubSpot Heroes: In March, we plan to launch a Community Member blog . It will be a place where customers and employees can share their suggestions on how to get the most out of HubSpot, how to learn more about a certain field, such as revenue o read more
Reply Discussion Announcement
4 upvotes
47 Replies
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