Profile

KylieMar
Participant
Member since ‎Nov 17, 2019
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    35
  • Upvotes Received
    45
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Kylie Mar

This user hasn't created a bio yet. Edit your own profile here!

Activity

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 read more
Reply Idea Workflows
221 upvotes
48 Replies
KylieMar
Participant
July 13, 2020
We would li ke to be able to automatically set up a task to call client w hen someone books a meeting. Not sure why the meeting booking feature doe...read more
MickeyFineGrain on November 12, 2019
Re: Hide deals that have been won/lost
Hi, thank you for the reply. Unfortunately this is not what I am trying to do, I am aware of the filters. Your answer essentially just empties out that stage. I just want to hide older ones and keep recent newer deals in the pipeline. I am lookin read more
Reply Idea
8 upvotes
5 Replies
KylieMar
Participant
March 15, 2020
I also need this featue. I don't want to delete the deal or change the deal to archived. I need it to remain eitherlost or won. I don't want all w...read more
KylieMar on February 12, 2020
Annual automated tasks or reminders
I need to be able to create an automated workflow or task. So that on the 1st of Jan every year. Every deal that is in a particular pipeline will have a financial statement printed. I know this can be dont for contacts but i need to be able to be read more
Reply Idea Workflows
17 upvotes
3 Replies
KylieMar
Participant
March 11, 2020
Hey @Kierlyn Can you give me an example of what you want to do? You can create time stamps on your contact and deals and trigger off those dates. ...read more
KylieMar on March 05, 2020
Sort task by not completed in deal or contact area.
When Im inside a deal. and click on the tasks tab. The tasks come up in order that they were created. Rather than what is still outstanding. which means when working on a particular deal you may miss and old task that you need to complete but is l read more
Reply Idea Tasks
7 upvotes
2 Replies
alice2 on February 10, 2020
Date based deal workflow
It would be great if you could create a date based deal workflow.
Reply Idea Deals Workflows
93 upvotes
23 Replies
KylieMar
Participant
March 05, 2020
@ChristianE If you read my question and @alice2 answer you will see she needs it to be based on Deal not contact. So the link you provided is us...read more
JCassedy on August 02, 2019
Task Pop-Out Window to Contain Notes, Emails, Call Info for Context
I find that I get severely sidetracked when I use the tasks on the Tasks page . I click the task, then click usually into contact or the deal, then review my notes and previous communications, then make my call or fulfill my to do, but then I feel read more
Reply Idea Tasks
10 upvotes
3 Replies
KylieMar
Participant
February 19, 2020
When logging a note you can check a box to create a task, the name and description of tasks created this way are titled non-descriptively "follow up ...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.