プロフィール

AGoletti
参加者
コミュニティー参加日: ‎7 29, 2021
  • ベストアンサー数
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  • 件の返信
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  • いいね!した数
    6
  • いいね!獲得数
    0
  • ご意見・ご提案
    0

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Agnese Goletti

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アクティビティ

RasHot 10月 17日, 2018
Workflow are very powerfull, but they can be very harmfull for your system as well, if they aren't treated correctly. Therefore, an option to simply undo all actions done by a workflow would be great!
83 いいね!
12 コメント
参加者
11月 10日, 2021
Me too please. I made a mistake on a workflow and need to undo it.
DavidMFT 11月 10日, 2017
Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. We get many many enquiries, the conversion rate is very low. The first email is a response to their enquiry. I have setu 続きを読む
524 いいね!
215 コメント
参加者
9月 30日, 2021
Agree, this would be very helpful for a sequence we use to follow up offers that are sent to multiple people who participated in a demo.
veronicatavares 3月 21日, 2017
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s 続きを読む
151 いいね!
65 コメント
参加者
9月 28日, 2021
We need this as well. The purpose of a sequence is to save time, so uploading to documents first is not the same. We need to add an attachment when p...続きを読む
hayesnelson 6月 27日, 2017
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' 続きを読む
773 いいね!
262 コメント
参加者
9月 16日, 2021
Hello. It would be great if we could have a workflow for deals, to enroll the next available contact person in a sequence. I would want it to work as...続きを読む
C-Note 12月 12日, 2018
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit 続きを読む
287 いいね!
130 コメント
参加者
7月 29日, 2021
Basic. Needed.
mark_poyser 7月 09日, 2020
Hi, Not sure if anyone else has come from Salesforce on here, but from reporting aspect it was very strong, with many options for configuring reports. On the options was 'group by' in reporting. I would say that this is where Hubspot has a weakness 続きを読む
71 いいね!
29 コメント
参加者
7月 29日, 2021
If the reporting worked as it does in Salesforce this system would be perfect.
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