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HDang0
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Member since ‎Oct 14, 2021
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    4
  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Solved
LDiaz on January 07, 2021
Create list from deal properties
Hi I've noticed that you can only create lists based on Contact and Company properties but I'd really love to be able to create lists from Deal Properties too.
Reply Discussion CRM
5 upvotes
12 Replies
HDang0
Participant
January 10, 2023
Deal list is still not available on HS
Solved
LDiaz on January 07, 2021
Create list from deal properties
Hi I've noticed that you can only create lists based on Contact and Company properties but I'd really love to be able to create lists from Deal Properties too.
Reply Discussion CRM
5 upvotes
12 Replies
HDang0
Participant
January 10, 2023
Deal list is still not available on HS
mfoldager on August 28, 2020
Property Change History Overview
Currently it's not possible to see who last changed a certain property. It would be great to have an overview of changes to properties - not on a contact/company/deal level but on an organisation level. I had a change that nobody would admit th read more
Reply Idea Account Settings
31 upvotes
6 Replies
HDang0
Participant
November 17, 2022
+1, it's hard to manage when you don't know who changes what and when, can't identify who and noone admits 🙂
Emily_ on December 18, 2020
Workflow delays only during working hours
Workflow actions can be set to only execute during specific times, however the delays execute even outside those times. There should be an option to set the delays to only happen during set days as well. I have automated task reminders that need read more
Reply Idea Workflows
22 upvotes
8 Replies
HDang0
Participant
August 30, 2022
Having the same problem since we have a standard to answer tickets within 24 hours, and I'm mornitoring them if there's no ticket status changed with...read more
Solved
Felipe-CS on July 05, 2022
Does a contact ignore a Delay until Monday if it arrives at the delay on a Monday?
I have a workflow that will send contacts after 48 hours of inactivity to another system, but having that 48-hour delay to run during a weekend is not fair, since a contact could enter the delay Friday afternoon and then be sent sunday afternoon, le read more
Reply Discussion Contacts CRM Marketing Sales Workflows
0 upvote
5 Replies
HDang0
Participant
August 29, 2022
I have similar problems with delays and it is a ticket based one (not worked on for 48 hrs => Notifications) If a ticket is enrolled on Friday...read more
Solved
Felipe-CS on July 05, 2022
Does a contact ignore a Delay until Monday if it arrives at the delay on a Monday?
I have a workflow that will send contacts after 48 hours of inactivity to another system, but having that 48-hour delay to run during a weekend is not fair, since a contact could enter the delay Friday afternoon and then be sent sunday afternoon, le read more
Reply Discussion Contacts CRM Marketing Sales Workflows
0 upvote
5 Replies
HDang0
Participant
August 29, 2022
I have similar problems with delays and it is a ticket based one (not worked on for 48 hrs => Notifications) If a ticket is enrolled on Friday...read more
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