NeKing

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Neil King

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Activity

DMcCarthy on October 13, 2021

Allow Re-enrollment in a workflow based on Company List Membership

Currently only contacts can be re-enrolled in a workflow based on list membership. I have many company lists in which list membership is the enrollment trigger, but cannot be used for re-enrollment. It's my understanding then that the company w read more

Reply Idea Workflows

40 upvotes

10 Replies

NeKing

HubSpot Employee

October 31, 2023

Hey there everyone! If you have the new workflow setup where you can pick different type of workflow triggers, if you select When an Event Occurs and...read more

Solved

OliviaB on November 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 read more

Reply Discussion CRM

58 upvotes

82 Replies

NeKing

HubSpot Employee

October 19, 2023

There is a new option in Workflows for a SCHEDULED workflow option. If you have the ability to set up a scheduled workflow option here is what the se...read more

michaelk on January 17, 2017

Configure caller ID name

It's great that we can apply our phone number to the outgoing caller ID in the CRM, but the ability to add our company name as well would be even more helpful.

Reply Idea Calling

83 upvotes

21 Replies

NeKing

HubSpot Employee

December 07, 2021

Hey there, I know this idea has been around for a while. I have just discovered the process of how this works. HubSpot doesn't update your outgo...read more

Quantilope_Mat on February 25, 2020

Make reporting on parent and child teams possible

Hey all, As recently raised with the HubSpot support the current structure of teams in HubSpot makes it nearly impossible to report on parent and child teams. Let me give you a quick example of what that means. Given you have a parent te read more

Reply Idea Account Settings Contacts & Companies Deals

74 upvotes

20 Replies

NeKing

HubSpot Employee

October 11, 2021

Hey there! HubSpot Support Rep here. I just spoke with a customer who was seeking the same thing and we came up with a workaround. I wish I could te...read more

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