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Aftermath
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MLonghofer en Marzo 10, 2021
Uneven Contact Rotation
It would be a nice feature to allow uneven rotation when setting the contact owner in Workflows. Today Workflows allows only for equal rotation of contact owner assignment, but there are circumstances that would warrant an uneven rotation.
Responder Idea Contacts & Companies
19 Me gusta
6 Respuestas
Aftermath
Miembro
Septiembre 16, 2023
Yes super helpful!
RebeccaAM en Marzo 06, 2023
More robust task filters
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 Leer más
Responder Idea Tasks
21 Me gusta
9 Respuestas
Aftermath
Miembro
Marzo 06, 2023
This would go a long way for us.
AWry en Diciembre 02, 2022
Pin Multiple Notes for Contacts, Companies, Deals, etc
Having the ability to pin multiple Notes in an Activity Stream in a Company, Deal, Contact., or Ticket would be very beneficial.
Responder Idea Activity Feed
7 Me gusta
4 Respuestas
Aftermath
Miembro
Diciembre 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 specif...Leer más
cduffy en Enero 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 Leer más
Responder Idea Deals
57 Me gusta
26 Respuestas
Aftermath
Miembro
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...Leer más
RebeccaAM en Marzo 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 Leer más
Responder Idea Workflows
5 Me gusta
2 Respuestas
Aftermath
Miembro
Marzo 17, 2022
This would help us, too. This seems like a valuable add on for marketing and sales coordination.
RebeccaAM en Julio 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 Leer más
Responder Idea Properties
10 Me gusta
2 Respuestas
Aftermath
Miembro
Agosto 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.
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