amandafann

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Amanda Fanning

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jrwthetreegroup on Novembro 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 Leia mais

Responder Idéia Deals Sales Reporting

274 avaliações positivas

98 Respostas

amandafann

Colaborador(a)

Julho 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...Leia mais

CSmith7 on Dezembro 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 Leia mais

Responder Idéia Workflows

34 avaliações positivas

13 Respostas

amandafann

Colaborador(a)

Junho 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...Leia mais

Solucionado

OliviaB on Novembro 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 Leia mais

Responder Discussão CRM

58 avaliações positivas

82 Respostas

amandafann

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Janeiro 23, 2023

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

Solucionado

OliviaB on Novembro 30, 2020

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

Responder Discussão CRM

58 avaliações positivas

82 Respostas

amandafann

Colaborador(a)

Janeiro 23, 2023

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

nathanparis on Maio 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 Leia mais

Responder Idéia Contacts & Companies Workflows

345 avaliações positivas

107 Respostas

amandafann

Colaborador(a)

Outubro 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...Leia mais

saravidal on Outubro 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 Leia mais

Responder Idéia Contacts & Companies

81 avaliações positivas

25 Respostas

amandafann

Colaborador(a)

Setembro 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...Leia mais

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