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KSKostner
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Member since ‎Aug 21, 2020
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Kim Schrøder

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natedame on February 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m read more
Reply Idea Tasks Workflows
303 upvotes
60 Replies
KSKostner
Member
August 10, 2023
We are missing this greatly - tasks are an essential way for internal coordination and follow-up. We need to be able to assign tasks based on rules, ...read more
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
651 upvotes
180 Replies
KSKostner
Member
October 03, 2022
Much needed. Also it would be useful to be able to copy line items/products from a deal in a workflow to a newly created deal - at least until it bec...read more
MichaelC on June 02, 2021
Enable views editing by other users or teams
Hello community 👋 and product team ✌️ Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit col read more
Reply Idea Users & Teams & Permissions
140 upvotes
42 Replies
KSKostner
Member
September 10, 2022
Can only echo what everybody else is writing. Please fasttrack this if you want to support scaling companies. Thanks!!!
liberworm on January 21, 2021
Internal/Private Knowledgebase access without adding users to contacts
We are increasing our use of HS and one thing we had the ability to do with our previous system was to create knowledgebase articles that were for internal users only. While you can do this in HS you have to create a list of users based off of exist read more
Reply Idea Knowledge Base Users & Teams & Permissions
36 upvotes
9 Replies
KSKostner
Member
August 02, 2022
Really need this feature!! Not having a KB for your support team does not meet minimum requirements. Hope to see it soon
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