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LucasM
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner
Mitglied seit ‎Dez 12, 2019
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Lucas Munisteri

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

Aktivität

LucasM on April 11, 2024
Sales Sequences Send Limit Monitoring & Management
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 Beitrag ansehen
Antworten Idee Sales Reporting Sequences
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0 Antwort
LucasM on Oktober 30, 2023
Expansion of Personalization Tokens on Marketing Emails
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 Beitrag ansehen
Antworten Idee Custom Objects Marketing Emails
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0 Antwort
angara on April 06, 2020
Custom properties for Tasks
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 Beitrag ansehen
Antworten Idee Tasks
323 Likes
89 Antworten
LucasM
Teilnehmer/-in | Diamond Partner
Januar 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...Beitrag ansehen
LucasM on Oktober 05, 2022
Wait on dependent workflow
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 Beitrag ansehen
Antworten Idee Workflows
0 Likes
0 Antwort
JasonTisdall on Oktober 29, 2020
Have a sequential deal number created each time a deal is created
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/ Beitrag ansehen
Antworten Idee Deals
95 Likes
62 Antworten
LucasM
Teilnehmer/-in | 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 ...Beitrag ansehen
LucasM on Juli 05, 2022
Create Tasks In Line
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 Beitrag ansehen
Antworten Idee Tasks
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