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ltorres9
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Miembro desde ‎ago 18, 2021
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ltorres9 en Abril 27, 2023
Copy actions from one workflow to another
Many times we have to edit workflows with the same type of filters (for example depending on the country) and it would be great to be able to copy some actions from one workflow to another without having to create them from scratch in the other work Leer más
Responder Idea Workflows
1 Me gusta
0 Respuestas
ltorres9 en Octubre 05, 2022
Filtering deals by previous stage, previous pipeline or other previous property
Hi! It would be great to be able to quickly filter the deals by previous property, for example a previous stage, as often in Hubspot there are many people working with the deals (many team members) and it would be interesting to be able to control t Leer más
Responder Idea Analytics Tools Deals Properties Sales Reporting
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0 Respuestas
ltorres9 en Septiembre 20, 2022
To be able to find out if a pipeline is included in any workflow
Hi! It would be very useful to be able to find if a pipeline is included in any workflow, because if for example we want to delete that pipeline or it's not a useful pipeline, it would be a great help to be able to see it quickly and not having to s Leer más
Responder Idea Analytics Tools Deals Workflows
1 Me gusta
0 Respuestas
ltorres9 en Julio 21, 2022
Order a custom report builder ascending or descending depending on the number of records
Hi! In the option to create report > "Single object" it's possible to order the graph of the report ascending or descending depending on the number of deals, companies or contacts, but in the "Custom Report Builder" option it's not possible and i Leer más
Responder Idea Custom Objects Dashboards & Reports Deals Sales Reporting
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0 Respuestas
ltorres9 en Julio 15, 2022
Possibility of creating a property only with positive numbers or limits between numbers (formats)
Hi! It would be super interesting (as well as necessary) to be able to create a property with field type "number" but that is only possible with positive numbers or to determine it from a number to another number. For example, in our case, we have a Leer más
Responder Idea Forms Properties
0 Me gusta
1 Respuestas
ltorres9 en Junio 13, 2022
View all attachments in the same place
It would be super useful to be able to see all the attached files in one place, and not have to search for them one by one, deal by deal. I know there is a section in Marketing > Files and templates > Files, where you can see the files, but th Leer más
Responder Idea Deals
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