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NWolf
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コミュニティー参加日： ‎10 19, 2021
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Noam Wolf

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AWittig 4月 12日, 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 続きを読む
返信 アイデア Tasks
8 いいね！
1 コメント
NWolf
メンバー
8月 15日, 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 12月 12日, 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 続きを読む
返信 アイデア Activity Feed Custom Objects Deals
7 いいね！
5 コメント
MiaSrebrnjak 10月 13日, 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 続きを読む
返信 ディスカッション CRM
4 いいね！
49 コメント
NWolf
メンバー
11月 29日, 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.. ...続きを読む
NWolf 11月 16日, 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 続きを読む
返信 アイデア Deals HubSpot Support Properties Workflows
1 いいね！
0 コメント
MichelleFink 11月 14日, 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. 続きを読む
返信 アイデア Workflows
26 いいね！
13 コメント
NWolf
メンバー
11月 16日, 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...続きを読む
KevinFMTV 6月 28日, 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 続きを読む
返信 アイデア Workflows
443 いいね！
137 コメント
NWolf
メンバー
11月 01日, 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...続きを読む
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