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Aftermath
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Member since ‎Apr 16, 2021
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cduffy on January 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 read more
Reply Idea Deals
28 upvotes
12 Replies
Aftermath
Member
May 10, 2022
Yeah agreed, I was confused to learn this didn't already exist for Playbooks. Personalized tokens are something Hubspot already makes great use acros...read more
RebeccaAM on March 17, 2022
Create workflows triggered by date properties
I would like to be able to set a workflow to schedule a task the day before and after the date in a specific property. Here's my example: We have a field called "Reinspection Date". I'd like to autmoate a task to get a reminder the day before and a read more
Reply Idea Workflows
5 upvotes
2 Replies
LEdwards8
Member
March 18, 2022
Yes please
RebeccaAM on July 21, 2021
Add "created by" back to tasks.
Recently, the "created by" field was removed from tasks. We rely on this to see who assigned the task and know who to respond to. Please add this field back to the task. Old view (this particular example was created from a workflow so there is "no read more
Reply Idea Properties
10 upvotes
2 Replies
JDent
Member
August 11, 2021
Knowing who created the task really helps our team!
WdeWit on April 12, 2021
your new condensed view is not working for our team
Since April 12, we see in the contact details that the information is condensed, but it not workign for our team. We need to view the information of our contacts quickly and now we have to open each item. Definately now happy with this new change. read more
Reply Idea Contacts & Companies
43 upvotes
28 Replies
BNelson7
Member
July 15, 2021
I don't undestand why they would consolidate as it requires more clicks. I would much prefer to have "Tasks" on the top" You shouldn't have to go "...read more
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