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michaelpalmer
Mitwirkender/Mitwirkende | Partner
Mitwirkender/Mitwirkende | Partner
Mitglied seit ‎Dez 26, 2019
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  • Lösungen
    1
  • Antworten
    8
  • Likes vergeben
    46
  • Likes erhalten
    13
  • Ideenforum
    5

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Michael Palmer

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Braeden on Juli 14, 2020
Manually Move a Contact to the Next Stage in a Workflow While in a Delay
This would be for anyone using workflows to any extent. The idea is that it would be amazing if in the case of an if/then with a delay, if a contact did the thing (is in the "yes" branch) and is in the delay before moving on, we could go in and push Beitrag ansehen
Antworten Idee Workflows
20 Likes
5 Antworten
michaelpalmer
Mitwirkender/Mitwirkende | Partner
Dezember 20, 2023
This would be helpful
MVickers on März 31, 2021
manually force individual contacts through a workflow step
We have some workflows with delays built in, sometimes a contact will get stuck in the delay even when the event has actually happened. It would be great to be able to manually force individual contacts through a workflow step. the current Beitrag ansehen
Antworten Idee Workflows
12 Likes
3 Antworten
michaelpalmer
Mitwirkender/Mitwirkende | Partner
Dezember 20, 2023
This would be helpful. Please also upvote this same idea. https://community.hubspot.com/t5/HubSpot-Ideas/Manually-Move-a-Contact-to-the-Next-Stage...Beitrag ansehen
NDelNegro on Januar 25, 2021
Add Contact Lists to Dashboard
Would love to be able to create a contact / company list and have it saved to my dashboard, so my dashboard would be my single source of truth. I understand I can create a report and then click into it and export the list, but having just the list Beitrag ansehen
Antworten Idee Dashboards & Reports
43 Likes
20 Antworten
michaelpalmer
Mitwirkender/Mitwirkende | Partner
Juli 25, 2023
This is needed to make dashboards more than just information. We need to be able to act on the information. So being able to click through to a conta...Beitrag ansehen
rraven on August 11, 2020
Adjust Meeting Owner
Super helpful that superadmin can control meetings, but there is still no way to change an owner. This is a big need, especially since you have the undocumented functionality that blasts the user's name and email on the link if there are no availabl Beitrag ansehen
Antworten Idee Meetings
145 Likes
36 Antworten
michaelpalmer
Mitwirkender/Mitwirkende | Partner
April 26, 2023
This needs to be addressed. This is a simple administration function that could be saving us hours of our time. A super admin should be able to tran...Beitrag ansehen
caiodonald on April 12, 2021
Change ownership of meetings links
Some companies usually have to create meeting links on HubSpot, if you have a sales team that can receive a meeting, you're probably using a round-robin link. But after you create the link, you can't change the ownership, so if the user leaves Beitrag ansehen
Antworten Idee Meetings
19 Likes
3 Antworten
michaelpalmer
Mitwirkender/Mitwirkende | Partner
April 26, 2023
The only way I've been able to transfer a meeting when a user has left is when you go to delete the user it will show there are assets they are attac...Beitrag ansehen
michaelpalmer on Januar 16, 2023
Automatically create a task when a voicemail is logged
When I miss a call with Hubspot calling and a voicemail is created. I have no way to know that this has happened. It would be ideal to have a task created and associated with the contact and the voicemail.
Antworten Idee Calling
2 Likes
0 Antwort
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