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NKeuper
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Member since ‎Feb 4, 2021
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Nicholas Keuper

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NKeuper on September 13, 2023
Task status triggers deal workflows
Contact workflows can currently be trioggered by a change of task status, i.e. the completion of a tasks initiates the workflow. This needs to be possible for deal workflows as well. There is no technical reason why it isnt possible.
Reply Idea Workflows
0 upvote
0 Reply
Kara on January 18, 2019
Reassigning tasks when ownership changes
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
Reply Idea Tasks
223 upvotes
51 Replies
NKeuper
Participant
August 08, 2022
we just reorganized responsibilities of account managers from regional to sectors. its hugely unproductive to bulk reassign 1000s of contacts in minu...read more
JVeirs on June 24, 2020
Log activity without completing task
It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time. This would allow ease of updating / moving tasks without having to create a new task read more
Reply Idea Tasks
114 upvotes
79 Replies
NKeuper
Participant
June 29, 2022
absolutely needed
NKeuper on November 26, 2021
when populating domain as first field, system doesnt create company record
several of my users users report a bug when they fill in the "company domain name" (which is not yet in the system) as the first field (thereby benefitting from pulling known information from Hubspot Insights). Whilst the "Create company" button at read more
Reply Discussion Professional
0 upvote
2 Replies
NKeuper
Participant
November 30, 2021
thank you
NKeuper on November 26, 2021
when populating domain as first field, system doesnt create company record
several of my users users report a bug when they fill in the "company domain name" (which is not yet in the system) as the first field (thereby benefitting from pulling known information from Hubspot Insights). Whilst the "Create company" button at read more
Reply Discussion Professional
0 upvote
2 Replies
NKeuper
Participant
November 30, 2021
thank you
Solved
NKeuper on November 24, 2021
create workflow that assigns a task when contract starts
One of my deal propertys ist "Contract start date". This date is different from the date the deal closed, usually lies 2-8 weeks in the future. I want to create a workflow that assigns a task to my bookkeeper to create and send an invoice to client read more
Reply Discussion Professional
0 upvote
4 Replies
NKeuper
Participant
November 25, 2021
perfect, this worked, thanks so much.
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