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stan255
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Member since ‎Jan 16, 2017
  • solutions
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  • Replies
    2
  • Upvotes Given
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  • Upvotes Received
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Activity

JennPape on June 11, 2018
Currently, if a task is past due, they system will not recognize a "next activity date" and it will appear that there is no task set. I use the "next activity date is unknown" filter to quickly find new contacts that have been added to our dat read more
22 upvotes
20 Replies
Participant
July 23, 2019
+1 Next activity date gets wiped out if the task is overdue even if it's on the same day. For example, we have a task today at 8AM. When you ...read more
drewschu1 on September 25, 2017
Hi, As a B2B company, our sales our usually to companies with many contacts. As such, a lot of the times our automations need to occur at the company level, not the contact level. Whether that is deal creation (for renewal sales) or contac read more
41 upvotes
13 Replies
Participant
June 04, 2018
+1 to this. 90% of all our sales come from companies with multiple contacts in them and generally Companies with multiple contacts have one mai...read more
ronkinkade on June 28, 2017
We use Intercom for in-app messaging and chat since Hubspot doesn't offer this (yet)... We also have our own internal system for managing customers. When we email customers via Hubspot, I use a workflow with a webhook to log a record in our system. read more
47 upvotes
5 Replies
Participant
March 26, 2018
Upvoted. Sometimes a task might not be the best way to remind a colleague of something. A note might be the best solution here. For example, ...read more
ccds11 on March 17, 2017
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
452 upvotes
239 Replies
Participant
June 27, 2017
Tags is a simple yet powerful feature that would eliminate the need for a lot of the feature requests here. If tags were implemented: We can fi...read more
khughes on April 03, 2017
I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually. The example that I have is when I sent a request for newsletter inf read more
251 upvotes
87 Replies
Participant
June 27, 2017
What you can do is add a category of leads to a list and create a workflow just for them. The workflow would use the delay function. Here's ho...read more
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