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oliaskew
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Mitglied seit ‎Aug 10, 2020
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Aktivität

hayesnelson on Juni 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Beitrag ansehen
Antworten Idee Sequences Workflows
774 Likes
262 Antworten
oliaskew
Teilnehmer/-in
Januar 11, 2022
To release this feature which was requested by the community since 2017, now ONLY for Enterprise clients is a real kick in the teeth. It's an i...Beitrag ansehen
jessewragg on April 02, 2020
Add more conditions to sections in sidebar editing
When creating custom sidebars, you should be able to make the sections conditional on any property value; not just "industry" or "life cycle stage"
Antworten Idee Contacts & Companies
72 Likes
21 Antworten
oliaskew
Teilnehmer/-in
Dezember 20, 2020
Conditional sections do not—by definition—feel like an 'enterprise' feature in my opinion. It's disappointing that this feature is not available ...Beitrag ansehen
oliaskew on November 12, 2020
Cannot expand form submission card in contact activity feed on the app
When a new lead fills out a form on my site, I receive an automated email to let me know that a form has been submitted. When I click the orange button to View in Hubspot I am taken to the Contact record. In the activity feed, I can see the F Beitrag ansehen
Antworten Idee Mobile App
2 Likes
0 Antwort
hayesnelson on Juni 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Beitrag ansehen
Antworten Idee Sequences Workflows
774 Likes
262 Antworten
oliaskew
Teilnehmer/-in
Januar 11, 2022
To release this feature which was requested by the community since 2017, now ONLY for Enterprise clients is a real kick in the teeth. It's an i...Beitrag ansehen
Gelöst
lisat2m on April 05, 2017
Move closed won and closed lost from deals dashboard
Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.
Antworten Diskussion
9 Likes
12 Antworten
oliaskew
Teilnehmer/-in
August 28, 2020
Hi, I would like to share an approach that works for us. As a newbie, I found a lack of archiving functionality very frustrating upon realising w...Beitrag ansehen
Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Antworten Idee Deals
362 Likes
97 Antworten
oliaskew
Teilnehmer/-in
August 28, 2020
It beggars belief that so many people are requesting a feature that should be solved quite easily. I'm going backwards and forwards trying to f...Beitrag ansehen
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