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Jeanisrad
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Member since ‎May 14, 2021
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Jeanisrad
Participant
March 02, 2022
Reply to Task-based workflows
Also, when an employee leaves, there are situations where their customers are split between more than one owner. Task-based workflows mean I can reas...read more
Jeanisrad
Participant
July 16, 2021
Reply to HubSpot User is Out of Office
This is an urgent feature for a lot of companies. Workflows are tied to individual salespeople in many cases, and we have to account for automation w...read more
Jeanisrad
Participant
July 15, 2021
Reply to Workflow - Ability to Create Notes
I also would like to create notes in a workflow. Notating accounts is critical to global customer info, and if we can automate it based on certain co...read more
Jeanisrad
Participant
July 09, 2021
Reply to Different workflow goals for different branches?
Karsten, is this still the best solution you know? Alternately, can you have one branch go through the workflow and another branch enroll in another ...read more
Jeanisrad
Participant
July 09, 2021
Reply to workflow - condition whether or not client responded to email
Oh goodness, this is amazing! Thank you for seeing and updating that!
Jeanisrad
Participant
July 09, 2021
Reply to workflow - condition whether or not client responded to email
+1 on this being something I'm looking for
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