SuaniaC

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Suania Cereceda Fiol

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Solved

meganvisser on July 13, 2018

Deal Stuck in Stage for >15 days

How can I create follow up alerts that go to the assigned deal owner when a deal has been in the same stage for 15 days or greater? Likewise, how can I create a report that lists these these deals that have been in a stage for 15 days or greater? read more

Reply Discussion

0 upvote

12 Replies

SuaniaC

Participant

February 27, 2024

Hi all, I think I have a solution for this: Create a Custome Report and select Deal as your data source. Then in the filters youy do a combinati...read more

Jacob02 on June 19, 2020

Set timestamp with a workflow

Dear HubSpot team, I would like to set individual timestamps with a workflow since I need to store the exact time and therfore "date of step" is not enough. I already tried to add it via "set property value" and the variable "{{to_local_time read more

Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets) Workflows

44 upvotes

11 Replies

SuaniaC

Participant

October 20, 2022

Agree, this functionality is key!

DitteBille on May 19, 2021

Folders within folders

It would be extremely helpful to be able to create folders within folders - especially in the workflow folders as it is possible with lists today.

Reply Idea Workflows

175 upvotes

46 Replies

SuaniaC

Participant

March 07, 2022

This would make life sooo much easier!

bfelker on February 21, 2018

Make Call Outcome required

Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?

Reply Idea Calling Contacts & Companies

223 upvotes

102 Replies

SuaniaC

Participant

February 15, 2022

This would be great to have! Sometimes our team does not fill this correctly, and our reporting is not accurate.

ScottH on June 12, 2017

Company Lifecycle Funnel report

Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).

Reply Idea Lead Flows Marketing Reporting Sales Reporting

342 upvotes

164 Replies

SuaniaC

Participant

December 02, 2021

Please! Do you guys have any update for this functionality??

SuaniaC on October 27, 2021

Task Deadlines Time Based

I see when I create an automated task from a Workflow I can only manage the due date. I would like to also manage the time since the creation of the task. So for example I would like to put this task with a deadline of 5 mins since task creation. read more

Reply Idea Tasks

0 upvote

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