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karinamariotti
Participant
Membre depuis ‎déc. 11, 2017
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  • Solutions
    0
  • Réponses
    1
  • Mentions J'aime ajoutées
    32
  • Mentions J'aime obtenues
    204
  • Idées
    1

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Activité

hayesnelson le Juin 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Lire la suite
Répondre Idée Sequences Workflows
774 Mentions J'aime
262 Réponses
karinamariotti
Participant
Janvier 23, 2019
@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and I want to enroll custome...Lire la suite
hayesnelson le Juin 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Lire la suite
Répondre Idée Sequences Workflows
774 Mentions J'aime
262 Réponses
karinamariotti
Participant
Janvier 23, 2019
@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and I want to enroll custome...Lire la suite
hayesnelson le Juin 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Lire la suite
Répondre Idée Sequences Workflows
774 Mentions J'aime
262 Réponses
karinamariotti
Participant
Janvier 23, 2019
@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and I want to enroll custome...Lire la suite
AndyPitre le Avril 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Lire la suite
Répondre Idée Deals
1386 Mentions J'aime
447 Réponses
karinamariotti
Participant
Décembre 28, 2018
This is a feature that would be handy for all cards (deals, tickets, contacts). I'd also like to be able to edit the order the cards are shown.
cfleishman le Août 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Lire la suite
Répondre Idée Deals
1823 Mentions J'aime
559 Réponses
karinamariotti
Participant
Décembre 24, 2018
This is a great idea! Cloning products or even creating a workflow where products could be automatically added would be great too! This would prov...Lire la suite
VagaeNatus le Août 03, 2017
Set Close Date Automatically when Deal Closes
Hi, When a Deal closes to either Won or Lost, the final Close Data is now known. Hence, it should be set automatically, as a time stamp on the day the deal either closes won or lost. Adrien
Répondre Idée Deals Sales Reporting
24 Mentions J'aime
11 Réponses
karinamariotti
Participant
Décembre 21, 2018
I really wish this was an option and could be turned off. We do not want the close date to automatically be set to the day a stage is set to Closed W...Lire la suite
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