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mollyc123
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コミュニティー参加日： ‎1 5, 2021
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Molly C.

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christourre 12月 29日, 2017
Remove the automatic "New Deal" from deals
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. 続きを読む
返信 アイデア Deals
177 いいね！
86 コメント
mollyc123
メンバー
10月 26日, 2021
100% agree with everyone on this thread, especially with the idea from the original poster of being able to specify a property field/token for the De...続きを読む
nina 3月 10日, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist 続きを読む
返信 アイデア Workflows
191 いいね！
86 コメント
mollyc123
メンバー
5月 07日, 2021
Hi jtremblay - I would love to know if there is any update on this essential feature! To answer your question, the way we currently handle thi...続きを読む
evfishr 10月 11日, 2018
Workflow Round Robin - rotate leads evenly & in set order
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot 続きを読む
返信 アイデア Workflows
126 いいね！
48 コメント
mollyc123
メンバー
2月 05日, 2021
@WorkflowNinja - Correct. This causes issues for several reasons as many have mentioned throughout this thread. Here is one example (of man...続きを読む
mollyc123 1月 05日, 2021
Email Reporting - Marketing Email vs. Manual Emails
Hi all - I have searched through the other posts on email reporting but have not yet found a solution to my question, which is a very basic one. I'm hoping someone will have a simple solution for me that I have just been overlooking. I am won 続きを読む
返信 アイデア Marketing Reporting Sales Reporting
2 いいね！
1 コメント
evfishr 10月 11日, 2018
Workflow Round Robin - rotate leads evenly & in set order
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot 続きを読む
返信 アイデア Workflows
126 いいね！
48 コメント
mollyc123
メンバー
2月 05日, 2021
@WorkflowNinja - Correct. This causes issues for several reasons as many have mentioned throughout this thread. Here is one example (of man...続きを読む
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