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NWolf
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Miembro desde ‎oct 19, 2021
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Noam Wolf

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AWittig en Abril 12, 2023
Calendar View for Projecjts
We need a calendar view to show the scheduled tasks in projects, with the possibility to filter on the projects or assignees to inlcude in the view. Also, a third indent level would be helpful to make use of the projects tool's full capacity. Th Leer más
Responder Idea Tasks
8 Me gusta
1 Respuestas
NWolf
Miembro
Agosto 15, 2023
I requested the same thing back in 2022, I don't even know how to make someone notice us but this would indeed be a game changer!
NWolf en Diciembre 12, 2022
Add a Calendar View of Deals
As an event and entertainment company, the only thing we're missing right now on Hubspot is a calendar view. Each Deal in our system is either a potential or a booked event. It has an "event date" property and based on that date, we should be able Leer más
Responder Idea Activity Feed Custom Objects Deals
7 Me gusta
5 Respuestas
MiaSrebrnjak en Octubre 13, 2021
Text disappears in CRM Email during typing
Dear Community, We've received reports from customers about their text/email draft disappearing when they're creating a new 1:1 email in the CRM. We've consolidated your posts here to make sure we're addressing them in one place. As of June Leer más
Responder Conversación CRM
4 Me gusta
49 Respuestas
NWolf
Miembro
Noviembre 29, 2021
I am experiencing something similar to what you are describing. I will choose a template, start typing in the body of the email to personalize it.. ...Leer más
NWolf en Noviembre 16, 2021
Workflow to send email before deal date property (date)
Hi there! I'm trying to understand if that could be done or not, please help! I need to create a workflow based on the deal stage ( booked events only), where based on the property "event date" on the deal, an email will be sent to the client 3 Leer más
Responder Idea Deals HubSpot Support Properties Workflows
1 Me gusta
0 Respuestas
MichelleFink en Noviembre 14, 2017
Workflows: Date fields on Deal level and logic for those relative dates
We have come across a variety of business cases where the need for a workflow action that centers on a date property field within the deal level would be helpful. Our most common issue is that when the deal becomes closed/won, our work is not done. Leer más
Responder Idea Workflows
26 Me gusta
13 Respuestas
NWolf
Miembro
Noviembre 16, 2021
Please make it happen, @hubspot So many of our tasks are based on X days after/before a date property, and each deal happens in a different ti...Leer más
KevinFMTV en Junio 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w Leer más
Responder Idea Workflows
443 Me gusta
137 Respuestas
NWolf
Miembro
Noviembre 01, 2021
Oh god I need this feature so badly. Automatically complete or delete tasks will save me so much time! I can't believe there is not feature like tha...Leer más
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