adamhopkins

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Adam Hopkins

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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

305 upvotes

106 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

12 upvotes

5 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

285 upvotes

55 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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