Josh_Berman_8

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Josh Berman

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Josh_Berman_8 on March 13, 2025

Today's Date Property

HubSpot has a bunch of default date's at specific objects, but they don't have a Today's Date by default. I have come across workflows that show you how to create a custom object entitled "Today's Date" and populate each day at a scheduled time. read more

Reply Idea Properties

2 upvotes

1 Reply

Josh_Berman_8 on November 07, 2024

Object(s) Views

Currently you can create views at a specific objects that have a pre-determined filter or group of fitlers. This tool allows specific users to only look at specific metrics specific to their roles in their portal. When creating a view, you have read more

Reply Idea Properties

0 upvote

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Josh_Berman_8 on October 23, 2024

Deal Tags on Right Sidebar Deal(s) Card

When you are in the contact and/or company objects...it will be awesome if you can visually see the colored deal tag (if applicable) on the deal card on the right sidebar. Deal tags are extremely helpful when trying to visually identify a deal.. read more

Reply Idea Deals

0 upvote

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Josh_Berman_8 on October 23, 2024

Rotating Task(s) Assignee

In most of our organization's use cases, task(s) are autoamtically created to a specific user in a specific queue via automation when a specific trigger creiteria is met. Similar to having the ability to rotate the assigning of contact(s), compa read more

Reply Idea Tasks

0 upvote

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Josh_Berman_8

Participant

October 16, 2024

Reply to Welcome to Community's Breeze AI Library!

So excited about Breeze AI. The prosepcting agent is a msut and the ability to enrich data in the Sales CRM is quite powerful:)

Josh_Berman_8

Participant

October 16, 2024

Reply to Fall Spotlight: Reinvention Starts Here

super excited about this Breeze initiative. The Prospecting agent is so cool and the ability to enrich old data in the CRM is super powerful. Loo...read more

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