Perfil

KimFerris
Participante
Membro desde ‎mai 17, 2021
Enviar mensagem
  • Soluções
    0
  • Respostas
    2
  • Avaliações positivas dadas
    40
  • Avaliações positivas recebidas
    10
  • Ideias
    3

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

Kim Wheaton

Atividade

SteveJenns on Março 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Leia mais
Responder Idéia Contacts & Companies
1041 avaliações positivas
312 Respostas
KimFerris
Participante
Março 24, 2022
This idea is basically "Data Validation" workflow. 1. Test for criteria 2. If criteria not met then there are 2 options for the action: a)...Leia mais
warpandweft on Janeiro 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p Leia mais
Responder Idéia Deals
88 avaliações positivas
46 Respostas
KimFerris
Participante
Março 23, 2022
This is absolutely necessary! I don't want my Sales Rep to skip process! They need to sequentially work through the stages of the Pipeline. The fact...Leia mais
Solucionado
KimFerris on Março 16, 2022
Data Validation - Warning/Error Messages
Hi Everyone.. I'm wondering if there is Workflow that I am missing that creates a warning message to the user based on certain criteria. Warning Message: Let's say for example, the user moves the Deal to a new stage and Field X = is empty Field Leia mais
Responder Discussão Enterprise
2 avaliações positivas
1 Respostas
KimFerris on Março 16, 2022
Add the Stage Field to the Playbook.
I have written my playbooks to align with stages. When the user gets to the bottom of the playbook, the last question is "Are you ready to move on to X stage." I have to use workflows to accomplish this now. They tend to be slow and the user needs Leia mais
Responder Idéia Playbooks
1 avaliações positivas
0 Respostas
miless on Junho 01, 2020
Views: 'OR' Filter Condition
At the moment, in a contact view, we can add a filter condition and use an 'AND' to add another condition. Is it possible to add an 'OR' condition? If the filter conditions we want to make are based on a contacts property, using 'AND' means Leia mais
Responder Idéia Contacts & Companies
30 avaliações positivas
14 Respostas
KimFerris
Participante
Março 07, 2022
This is ridiculous!! Of course we need "OR" functionality. Sales guy going on a road trip, wants to see all customers in X, Y or Z state. Admin wan...Leia mais
AndyPitre on Abril 03, 2017
Exchange/Outlook integration for contacts and calendar
Sales people use Outlook, period. And because that's what they use, that's where the information should be at. Best way to achieve this would be via Exchange integration so that people would have access to the same information even on their mobile Leia mais
Responder Idéia Contacts & Companies Integrations Sales Email Extensions & Add-Ins
313 avaliações positivas
90 Respostas
KimFerris
Participante
Janeiro 07, 2022
Wow.. This has taken a long time! It's been in Planning for years now. Any updates?
Ver posts mais recentes
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Primeiros passos
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?
Apresente-se

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.