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RebeccaAM
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H1Randerson en Febrero 23, 2024
Ability to Use/Insert Snippets in Properties
It would be beneficial to be able to use snippets when filling out properties on records. This would be especially useful for rich text properties.
Responder Idea Contacts & Companies Deals Properties Snippets & Templates Tickets
0 Me gusta
1 Respuestas
RebeccaAM
Miembro
Febrero 27, 2024
FYI: There's already 2 different threads about this: https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-put-snippets-in-properties/idi-p/6182...Leer más
Hal en Junio 25, 2019
Time in Deal Stage
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Responder Idea Deals
408 Me gusta
154 Respuestas
RebeccaAM
Miembro
Octubre 20, 2023
ALL - Not sure why no one has posted here, but there is a workaround. Not sure when it became available either, but I just discovered it this week. T...Leer más
Wilco en Marzo 03, 2017
Create a New Note or Log Activity in a WorkFlow
Is there a way to create a New Note or Log an Activity for a Contact in a workflow? It would seem this should be easy but I could find an anwser anywhere. Thanks for any guidance.
Responder Idea Contacts Lead Flows Workflows
112 Me gusta
24 Respuestas
RebeccaAM
Miembro
Agosto 29, 2023
We could absolutely use this! I do see there are 2 different apps I can integrate, but neither allows us to have any formatting for our notes.
RebeccaAM en Agosto 11, 2023
More info needed for "Restore Engagements"
The restore engagements feature could be so good for tracking down misses in order to create stopgaps and procedures to avoid said misses. The problem is....it doesn't give us enough information. All we can see is the activity name, type, who delete Leer más
Responder Idea Deals
0 Me gusta
1 Respuestas
cduffy en Enero 02, 2020
Add personalization tokens to Playbooks
When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself. Right now they have to look through the contact record to the form submi Leer más
Responder Idea Deals
57 Me gusta
26 Respuestas
RebeccaAM
Miembro
Abril 13, 2023
It's been almost a year since my last comment and as far as I can tell, this still hasn't happened. If playbooks are intended to help with sales scri...Leer más
RebeccaAM en Marzo 09, 2023
Grammarly interference with HS tokens
Hello! We have been experiencing an issue where Grammarly interferes with HS tokens. Most of our tokens work as expected. However, occassionally, a token will not populate. The HS help desk has said it may have to with the Grammarly extension, but Leer más
Responder Idea Integrations
2 Me gusta
1 Respuestas
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