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LucasM
Participant | Diamond Partner
Member since ‎Dec 12, 2019
  • solutions
    1
  • Replies
    3
  • Upvotes Given
    134
  • Upvotes Received
    356
  • Ideas
    19

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Lucas Munisteri

I am a technical person that likes to push systems to their limit.

Activity

LucasM on April 11, 2024
There needs to be a better line of sight for the number of sales sequences scheduled to be sent on certain days. This also needs to be visible when creating the sequence. This would benefit both sales leaders and sales teams as it would help prevent read more
LucasM on October 30, 2023
When sending one to many marketing emails through either a scheduled send or a workflow it would be beneficial to be able to use any custom objects or marketing events properties. This would enable further customization of marketing communications t read more
angara on April 06, 2020
We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r read more
323 upvotes
89 Replies
Participant | Diamond Partner
January 19, 2023
This is something that many of our clients are asking for this year. They are looking to use the HubSpot tasks to control Workflows and having the ab...read more
LucasM on October 05, 2022
When building a workflow, it is possible to wait for many of the different options in HubSpot. Such as page view, property change, email interaction, or form fill. But we need an option to wait on a different workflow in the system. This is c read more
0 upvote
0 Reply
JasonTisdall on October 29, 2020
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
95 upvotes
62 Replies
Participant | Diamond Partner
August 12, 2022
This would be a great function to enable document management and associations working with information on different platforms. It would also be good ...read more
LucasM on July 05, 2022
It would be convenient to create task lists in notes and then have a checkbox on those notes that could indicate if the task has been completed. This would help to keep track of minor tasks that need grouping for better task management and co read more
0 upvote
0 Reply
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