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TJWright
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Mitglied seit ‎Jul 21, 2021
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Todd Wright

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rjbudding on Dezember 01, 2021
Segment or partition contacts per Business Unit
I am implementing the new Business Unit feature, and I see that an extra property has been created, called Business Unit in which I can pick the correct BU per contact. But now I am thinking, what would be the best way to automaticly segment Beitrag ansehen
Antworten Diskussion Enterprise
2 Likes
7 Antworten
TJWright
Teilnehmer/-in
Juli 25, 2022
Working very well. We use both the hidden BU field in the form and overwriting the BU value in our Automated workflows just to make sure our new Con...Beitrag ansehen
Gelöst
rjbudding on Dezember 01, 2021
Segment or partition contacts per Business Unit
I am implementing the new Business Unit feature, and I see that an extra property has been created, called Business Unit in which I can pick the correct BU per contact. But now I am thinking, what would be the best way to automaticly segment Beitrag ansehen
Antworten Diskussion Enterprise
2 Likes
7 Antworten
TJWright
Teilnehmer/-in
Juli 25, 2022
Working very well. We use both the hidden BU field in the form and overwriting the BU value in our Automated workflows just to make sure our new Con...Beitrag ansehen
Gelöst
rjbudding on Dezember 01, 2021
Segment or partition contacts per Business Unit
I am implementing the new Business Unit feature, and I see that an extra property has been created, called Business Unit in which I can pick the correct BU per contact. But now I am thinking, what would be the best way to automaticly segment Beitrag ansehen
Antworten Diskussion Enterprise
2 Likes
7 Antworten
TJWright
Teilnehmer/-in
Juli 25, 2022
Working very well. We use both the hidden BU field in the form and overwriting the BU value in our Automated workflows just to make sure our new Con...Beitrag ansehen
Charmaine on September 09, 2019
Add "Time" field type for custom property
It would be great if we could have a custom field type that was for "time." This property would let me select the time for an appointment as well as the time zone. It would help when trying to create workflows to trigger based off appointme Beitrag ansehen
Antworten Idee Account Settings Contacts & Companies Deals Sales Reporting Workflows
241 Likes
91 Antworten
TJWright
Teilnehmer/-in
März 24, 2022
Thank you @Bob2245 for sharing your solution. Can you please clarify if your solution creates a datetime property for each contact, containing ...Beitrag ansehen
JoeMayall on April 14, 2021
Color Code the Deal Boards View
Submitted on behalf of a customer It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance. Other Deal Board customizat Beitrag ansehen
Antworten Idee Deals
253 Likes
91 Antworten
TJWright
Teilnehmer/-in
September 30, 2021
We would find colouring cards in our Deal pipeline very useful as well!
cristianneelyg on Februar 22, 2018
Create a Custom unique property
Hello. I need to create a unique custom property in companies to use as an identifier. This is a number or short string but must be unique. It shouldn´t allow to use the same identifier in different companies. Can this be done?
Antworten Diskussion Companies
23 Likes
9 Antworten
TJWright
Teilnehmer/-in
Juli 21, 2021
We need this feature as well - we are using HubSpot CRM to manage customer records for our customers that use a particular third-party platform. To ...Beitrag ansehen
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