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GEiselt
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Member since ‎Sep 30, 2021
  • solutions
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  • Replies
    9
  • Upvotes Given
    96
  • Upvotes Received
    77
  • Ideas
    13

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Greg Eiselt

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Activity

NicoleSengers on February 21, 2022
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Participant
July 07, 2022
This is something that would help us for multiple processes we are having to do manually at the moment.
miless on June 01, 2020
At the moment, in a contact view, we can add a filter condition and use an 'AND' to add another condition. Is it possible to add an 'OR' condition? If the filter conditions we want to make are based on a contacts property, using 'AND' means read more
16 upvotes
8 Replies
Contributor
June 29, 2022
It is crazy that "OR" logic exists in reporting, lists, workflows, pretty much everywhere in HubSpot except the object list/pipeline view stages, i.e...read more
BHo on September 08, 2021
Similar to Deals, it would be great to have the option to set required stage properties for custom object pipelines.
7 upvotes
6 Replies
Contributor
June 24, 2022
Any updates here?
kakaufman on April 27, 2021
Our accounting team would really like to be able to lock all properties on a deal after the deal has been closed won. This will ensure that sales members cannot change anything after the deal closes to affect their bonus. It will also ensure that th read more
55 upvotes
13 Replies
Member
June 28, 2022
An important feature that we could really use
GEiselt on June 16, 2022
I'm trying to create a workflow that will automatically update several blank properties on record close if their values are unknown. Currently, it seems the only way to do this is to add a bunch of branching logic (e.g. if X property is unknown, the read more
0 upvote
0 Reply
bsm007 on January 29, 2020
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va read more
66 upvotes
14 Replies
Contributor
June 10, 2022
Bumping this up. SO much workflow bloat for us due to this missing feature.
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