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adamhopkins
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Member since ‎Mar 23, 2020
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  • Upvotes Received
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Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
256 upvotes
85 Replies
adamhopkins
Member
September 28, 2022
Great idea, would love for this functionality to come to fruition.
Msyvrais on September 09, 2020
Reenrollment off of deal stage
There are so many limitations of re-enrollment on deals. I want to trigger a workflow of a deal stage because the first handful of stages dont matter but the late stages indeed would require more actions OR example a deal is closed won sending autom read more
Reply Idea Workflows
2 upvotes
1 Reply
adamhopkins
Member
February 08, 2022
I'm also looking to create a workflow that triggers different emails at different deal stages. Therefore I need deal stages to be an option for re-en...read more
JonathanCowling on May 07, 2021
Adding Margin (ACV) from Line Items to Deal View
Hi there, As the data already exists within 'Line Items', please can you make 'Margin (ACV)' an accessible field to view on the 'Deal' view. As per 'Annual Contract Value' and 'Total Contract Value'. Kind regards, Jonathan
Reply Idea Deals
8 upvotes
3 Replies
adamhopkins
Member
May 07, 2021
Great idea, this would be fantastic. Please make it happen HubSpot!
adamhopkins on January 20, 2021
Count filtering for specific email opens
Hello, It would be great if we were able to filter the count of number of opens on a specific email. Currently, we are able to filter when an email has been opened. But, it would be great if we could filter and therefore create lists of when 'E read more
Reply Idea Marketing Emails
6 upvotes
0 Reply
adamhopkins on December 01, 2020
Merges to show in property history
Would be great if we could see who merged companies in the company property history.
Reply Idea Contacts & Companies
7 upvotes
0 Reply
landers_210 on February 15, 2019
Workflow Undo Option
It would be nice to have an undo button in Workflows, similar to emails. Sometimes we will edit a workflow and then quickly decide we want to revert back to the original creation. It's hard to remember what has to be changed back, especially for mor read more
Reply Idea Workflows
253 upvotes
49 Replies
adamhopkins
Member
March 24, 2020
1000% agree. I just made an edit by mistake which has delted 52 further instructions... oh how I wish I could click undo. Or even restore old version...read more
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