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RMorgan
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Membro desde ‎jan 15, 2021
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Rebecca Morgan

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REyearbooklife on Janeiro 27, 2022
Enroll in Workflow from Company Screen
The ability to enroll a company in a workflow directly from the company screen. It's too many steps to enroll a company in a workflow when you are actively working in the company screen. Capsule CRM has this feature. You enroll from the company/orga Leia mais
Responder Idéia Contacts & Companies
1 avaliações positivas
1 Respostas
RMorgan
Colaborador(a)
Julho 24, 2023
This!!! This would save loads of to-ing and fro-ing from company to workflow to company to workflow!
Solucionado
Kashish_Garg on Maio 18, 2022
How can I automate assigning contact owner to sales team from a round robin link?
Hi, There is a round-robin link we use for all our salespeople. Now 1. First, I want to assign the contact owner to the person with whom the sales calls has been scheduled. 2. Second, If the call gets canceled and rescheduled with another Leia mais
Responder Discussão Professional
0 avaliações positivas
2 Respostas
RMorgan
Colaborador(a)
Maio 19, 2023
Olivia, you might have just saved my brain from being frazzled! Hubspot doesn't allow us to include the Owner's name in the Round Robin meeting i...Leia mais
Solucionado
AFukumoto on Julho 08, 2022
Auto assign contact owner based on meeting scheduled link
If I'm using a round-robin scheduling link, is it possible to get the contact owner to auto-assign to the person that is scheduled from the call? i.e. Sarah, Max and I are on the round robin scheduling link, a new contact uses the link and schedules Leia mais
Responder Discussão
0 avaliações positivas
2 Respostas
RMorgan
Colaborador(a)
Maio 19, 2023
I'm after the same resolution too - and I still can't find a way to do this without conflicting our other new contact/company assignment rules. ...Leia mais
Andy_g2m on Janeiro 29, 2019
Setting Default List Columns at a Global Level
Would it be valuable for anyone else to be able to set which property columns are visible on lists at a global level?
Responder Idéia Lists
214 avaliações positivas
62 Respostas
RMorgan
Colaborador(a)
Dezembro 07, 2022
Is there any update on this please?
EEnglish3 on Março 08, 2022
Tag/Group/Categorize forms
For those of us with external websites and TONS of forms in Hubspot, it would be incredibly helpful if we could categorize or tag forms by lifecycle stage or other custom field. Right now, if we want to score leads based on the form they submi Leia mais
Responder Idéia Forms
5 avaliações positivas
4 Respostas
RMorgan
Colaborador(a)
Dezembro 02, 2022
This!! 100% Being able to group form types would say so much list adminsitration. every time I create a new piece of content to download, I need...Leia mais
RafiPN on Agosto 24, 2017
Delete form submissions
Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics.
Responder Idéia Forms
1163 avaliações positivas
401 Respostas
RMorgan
Colaborador(a)
Outubro 14, 2022
This is such a vitial function that's needed! It's not always possible to clone to test, sometimes you just have to work on the live stuff. Deleting ...Leia mais
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