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ShayB
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Membre depuis ‎juin 30, 2020
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Activité

afuturemanager le Avril 09, 2020
Delay workflows on specific dates
Is there a possibility to delay the workflow so that no mail is sent on a certain date (e.g. because it is a public holiday)? Alternatively, it would be helpful if you could choose working days instead of always and certain weekdays.
Répondre Idée Workflows
4 Mentions J'aime
3 Réponses
ShayB
Participant
Novembre 12, 2020
Yep, I would also like to trigger an event every new quarter, Delay til specific date with some if/thens would solve for this case, wheras today I ne...Lire la suite
claireWorkCast le Février 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when Lire la suite
Répondre Idée Products & Quotes
174 Mentions J'aime
43 Réponses
ShayB
Participant
Octobre 01, 2020
I don't think I can even use the Products feature effectiely without it being tied to the Company record, since the Sales team and uses Deal records ...Lire la suite
dbrundage le Décembre 18, 2019
Update Stage Properties Require Upon Deal Creation
I use the "update stage properties" to require users to fill out certain properties before they advance a deal to a given stage. However, when a user first creates a deal, they are able to bypass these requirements. This makes the "update stage prop Lire la suite
Répondre Idée Deals
14 Mentions J'aime
6 Réponses
ShayB
Participant
Août 25, 2020
Same issue, need to enforce certain properties are filled and they are being bypassed by skipping stages.
JonnyT le Juin 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM Lire la suite
Répondre Idée Tickets
179 Mentions J'aime
62 Réponses
ShayB
Participant
Août 19, 2020
Just setting up Service Hub, very surprised to see this doesn't exist, we definitely need it as well.
Résolues
ploklue le Avril 22, 2020
Filter contacts in CRM by "Last contacted by"
Is there a way for me to filter contacts by a "last contacted by"? I'd like to see all the contacts that my coworker - who left the company - contacted last. We aren't the best at updating company owner in Hubspot CRM, so there are some contacts Lire la suite
Répondre Discussion
2 Mentions J'aime
3 Réponses
ShayB
Participant
Juin 30, 2020
I too am looking to create a "Last Contacted By" (Hubspot User) property on the Contact record. Trying to do it with "Activity Created by" in workflo...Lire la suite
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