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amandafann
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Membre depuis ‎sept. 11, 2020
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  • Solutions
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  • Réponses
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  • Mentions J'aime ajoutées
    181
  • Mentions J'aime obtenues
    199
  • Idées
    2

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Activité

jrwthetreegroup le Novembre 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 Lire la suite
Répondre Idée Deals Sales Reporting
274 Mentions J'aime
98 Réponses
amandafann
Contributeur
Juillet 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...Lire la suite
CSmith7 le Décembre 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 Lire la suite
Répondre Idée Workflows
34 Mentions J'aime
13 Réponses
amandafann
Contributeur
Juin 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...Lire la suite
Résolues
OliviaB le Novembre 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 Lire la suite
Répondre Discussion CRM
58 Mentions J'aime
82 Réponses
amandafann
Contributeur
Janvier 23, 2023
Thank you for posting this solution, it's the only one that has worked for me without Operations Hub.
Résolues
OliviaB le Novembre 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 Lire la suite
Répondre Discussion CRM
58 Mentions J'aime
82 Réponses
amandafann
Contributeur
Janvier 23, 2023
Thank you for posting this solution, it's the only one that has worked for me without Operations Hub.
nathanparis le Mai 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 Lire la suite
Répondre Idée Contacts & Companies Workflows
345 Mentions J'aime
107 Réponses
amandafann
Contributeur
Octobre 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...Lire la suite
saravidal le Octobre 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 Lire la suite
Répondre Idée Contacts & Companies
81 Mentions J'aime
25 Réponses
amandafann
Contributeur
Septembre 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...Lire la suite
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