SuaniaC

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Suania Cereceda Fiol

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meganvisser on Julho 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? Leia mais

Responder Discussão

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SuaniaC

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Fevereiro 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...Leia mais

Jacob02 on Junho 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 Leia mais

Responder Idéia CRM Objects (Contacts & Companies & Deals & Tickets) Workflows

44 avaliações positivas

11 Respostas

SuaniaC

Participante

Outubro 20, 2022

Agree, this functionality is key!

DitteBille on Maio 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.

Responder Idéia Workflows

175 avaliações positivas

46 Respostas

SuaniaC

Participante

Março 07, 2022

This would make life sooo much easier!

bfelker on Fevereiro 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?

Responder Idéia Calling Contacts & Companies

223 avaliações positivas

102 Respostas

SuaniaC

Participante

Fevereiro 15, 2022

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

ScottH on Junho 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).

Responder Idéia Lead Flows Marketing Reporting Sales Reporting

342 avaliações positivas

164 Respostas

SuaniaC

Participante

Dezembro 02, 2021

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

SuaniaC on Outubro 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. Leia mais

Responder Idéia Tasks

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