Member since ‎Apr 16, 2021
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RebeccaAM on March 06, 2023
It would be really cool if we had more options for filtering tasks by their associated objects. This is the piece that is most lacking for our company. Use case scenario 1: We work with several partners. There is constant communication between read more
1 Reply
March 06, 2023
This would go a long way for us.
AWry on December 02, 2022
Having the ability to pin multiple Notes in an Activity Stream in a Company, Deal, Contact., or Ticket would be very beneficial.
4 Replies
December 29, 2022
This would help us a lot in the area of training. The left sidebar is great but sometimes getting our team to create a new habit of going to a more
cduffy on January 02, 2020
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
20 Replies
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 more
RebeccaAM on March 17, 2022
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
2 Replies
March 17, 2022
This would help us, too. This seems like a valuable add on for marketing and sales coordination.
RebeccaAM on July 21, 2021
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
2 Replies
August 06, 2021
It makes no sense not to have this feature. It's auto-generated and helps our team know who they are being tasked by within a quick glance.
WdeWit on April 12, 2021
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
28 Replies
April 16, 2021
My team was caught off guard by this roll out. Was this properly communicated before happening? If this happened in the height of our season we more
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