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TJWright
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Todd Wright

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rjbudding en Diciembre 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 Leer más
Responder Conversación Enterprise
2 Me gusta
7 Respuestas
TJWright
Participante
Julio 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...Leer más
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rjbudding en Diciembre 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 Leer más
Responder Conversación Enterprise
2 Me gusta
7 Respuestas
TJWright
Participante
Julio 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...Leer más
Resuelta
rjbudding en Diciembre 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 Leer más
Responder Conversación Enterprise
2 Me gusta
7 Respuestas
TJWright
Participante
Julio 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...Leer más
Charmaine en Septiembre 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 Leer más
Responder Idea Account Settings Contacts & Companies Deals Sales Reporting Workflows
241 Me gusta
91 Respuestas
TJWright
Participante
Marzo 24, 2022
Thank you @Bob2245 for sharing your solution. Can you please clarify if your solution creates a datetime property for each contact, containing ...Leer más
JoeMayall en Abril 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 Leer más
Responder Idea Deals
253 Me gusta
91 Respuestas
TJWright
Participante
Septiembre 30, 2021
We would find colouring cards in our Deal pipeline very useful as well!
cristianneelyg en Febrero 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?
Responder Conversación Companies
23 Me gusta
9 Respuestas
TJWright
Participante
Julio 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 ...Leer más
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