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Alvaro_Sanz
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Membre depuis ‎déc. 2, 2019
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  • Mentions J'aime ajoutées
    19
  • Mentions J'aime obtenues
    6
  • Idées
    2

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Activité

VagaeNatus le Septembre 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Lire la suite
Répondre Idée Calling Meetings Tasks
291 Mentions J'aime
88 Réponses
Alvaro_Sanz
Participant
Novembre 28, 2022
Is it so hard to provide some visibility? This idea is +4 years old! @glencornell
nina le Mars 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist Lire la suite
Répondre Idée Workflows
180 Mentions J'aime
75 Réponses
Alvaro_Sanz
Participant
Août 30, 2022
It's been +5 years since this request was submitted. How is it possible that this is still "Not Currently Planned"?! It puzzles me that HubSpot, ...Lire la suite
Dylan le Janvier 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal Lire la suite
Répondre Idée Deals Tickets
341 Mentions J'aime
141 Réponses
Alvaro_Sanz
Participant
Août 12, 2022
Hi, any news on this? @jeffvincent
Résolues
RicardoCampos le Juin 18, 2020
Delete or modify tasks
Hi again! I would like to delete or modify tasks through a workflow, but it only allows to create it. If a important contact or deal property changes, maybe the task lose sense. Did anybody resolve this issue? Thanks!
Répondre Discussion Tasks
30 Mentions J'aime
11 Réponses
Alvaro_Sanz
Participant
Août 09, 2022
Kind of a "dirty" / "crazy" solution here. Not automatic, but allows bulk editing / deleting. Given that you can only filter / order the Task table w...Lire la suite
PamelaSoh le Septembre 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 Lire la suite
Répondre Idée Workflows
198 Mentions J'aime
42 Réponses
Alvaro_Sanz
Participant
Mai 24, 2022
@hubspot team, any news on this? Seems like a few years have gone by, there's tons of support for the feature, and no response was ever given
VagaeNatus le Septembre 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Lire la suite
Répondre Idée Calling Meetings Tasks
291 Mentions J'aime
88 Réponses
Alvaro_Sanz
Participant
Novembre 28, 2022
Is it so hard to provide some visibility? This idea is +4 years old! @glencornell
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