amandafann

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solutions
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Upvotes Given
181
Upvotes Received
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Amanda Fanning

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Activity

jrwthetreegroup on November 29, 2018

Required deal stages (so deals show in deal stage funnel report)

It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more

Reply Idea Deals Sales Reporting

274 upvotes

98 Replies

amandafann

Contributor

July 14, 2023

Happy to see this is now on the radar @VSureshKumar , please keep us posted! This continues to be a critical requirement for accurately capturing a...read more

CSmith7 on December 08, 2021

Copy / clone branches across workflows

Especially when creating large workflows, sometimes HubSpot or the browser crashes, necessitating multiple smaller workflows to accomoplish one goal. Sometimes, you have a great branch in a workflow that you'd like to use in another pre-existing read more

Reply Idea Workflows

34 upvotes

13 Replies

amandafann

Contributor

June 07, 2023

Very happy to see this idea is now being implemented! According to Hubspot Support, it's currently being rolled out, although they couldn't give a ti...read more

Solved

OliviaB on November 30, 2020

How to create a 'Today's date' date property.

I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more

Reply Discussion CRM

58 upvotes

82 Replies

amandafann

Contributor

January 23, 2023

Thank you for posting this solution, it's the only one that has worked for me without Operations Hub.

Solved

OliviaB on November 30, 2020

How to create a 'Today's date' date property.

Reply Discussion CRM

58 upvotes

82 Replies

amandafann

Contributor

January 23, 2023

Thank you for posting this solution, it's the only one that has worked for me without Operations Hub.

nathanparis on May 29, 2019

Workflow - Ability to Create Notes

Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more

Reply Idea Contacts & Companies Workflows

345 upvotes

107 Replies

amandafann

Contributor

October 04, 2022

@kellicatts Sounds like Playbooks could help with your use case (if you have Sales Pro or Enterpise) -- our SDRs use them on pre-qualification c...read more

saravidal on October 29, 2019

Filtering by contacts that global bounced

It would be great to have a filter that filters contacts by global bouncing, not only if they unsubscribe from marketing emails. F.e: If a contact is not working anymore in an enterprise and its email is disabled, it would be of great help read more

Reply Idea Contacts & Companies

81 upvotes

25 Replies

amandafann

Contributor

September 30, 2022

Came here hoping to find a solution and disappointed there isn't a way to filter global bounces. Hubspot, this is much needed feature that seems like...read more

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