LucasM

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Lucas Munisteri

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

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LucasM on Abril 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 Leia mais

Responder Idéia Sales Reporting Sequences

0 avaliações positivas

0 Respostas

LucasM on Outubro 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 Leia mais

Responder Idéia Custom Objects Marketing Emails

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angara on Abril 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 Leia mais

Responder Idéia Tasks

323 avaliações positivas

89 Respostas

LucasM

Participante | Parceiro Diamante

Janeiro 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...Leia mais

LucasM on Outubro 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 Leia mais

Responder Idéia Workflows

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JasonTisdall on Outubro 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/ Leia mais

Responder Idéia Deals

94 avaliações positivas

62 Respostas

LucasM

Participante | Parceiro Diamante

Agosto 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 ...Leia mais

LucasM on Julho 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 Leia mais

Responder Idéia Tasks

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