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ErikStromness
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Member since ‎Mar 16, 2020
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  • Upvotes Given
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Erik Stromness

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Activity

Solved
JRobertshaw on December 08, 2021
Reassigning Tasks Automatically
Hi All, We have a situation where one contact owner might either be on leave or has a too large workload and needs to assign a new opportunity to a new owner, which is pretty straight forward. However when a new opportunity is created in our dea read more
Reply Discussion Enterprise
10 upvotes
7 Replies
ErikStromness
Participant
January 18, 2022
This is a workaround but it is not a solution. Capability to do mass task reassignment within a workflow needs to be created.
Aaron-WC on July 01, 2020
Tax Jar Integration with Quotes
Hi, I have an idea to save sales teams a lot of time, and make finance teams really happy. I recently discovered Tax Jar, which allows finance teams to create tax settings that sync to your organizations order management softwares, and can be calle read more
Reply Idea Products and Quotes
12 upvotes
5 Replies
ErikStromness
Participant
November 19, 2021
Taxjar or avalara
nina on March 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 read more
Reply Idea Workflows
180 upvotes
75 Replies
ErikStromness
Participant
September 18, 2021
Yes
FelipeFelix on July 08, 2020
Looping workflows
Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t read more
Reply Idea Workflows
85 upvotes
31 Replies
ErikStromness
Participant
September 18, 2021
Yes
TheoB on April 17, 2020
Task Management Automation - e.g. Wipe or reassign tasks for given contact or deal in workflows
Please make it easier to manage the tasks system by making it possible to wipe or reassign tasks associated with a contact or deal as an action in contact/deal workflows. We create a lot of automated tasks for our sales agents in Hubspot. Th read more
Reply Idea Tasks Workflows
14 upvotes
2 Replies
ErikStromness
Participant
September 15, 2021
Yes this affects growing businesses. I need this.
kpapajanis on December 03, 2019
Additional Task Priority options other than High
Hi, I think your team is on the right track adding a Task Priority option. Now all you need to do is allow us to customize the selections there. Perhaps it could be capped at 5 options to avoid clutter, but there must be more then "high". read more
Reply Idea Tasks
248 upvotes
89 Replies
ErikStromness
Participant
September 11, 2021
Yes need this.
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