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mikejaime
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Mike Jaime

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Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
480 Likes
142 Antworten
mikejaime
Mitglied
September 19, 2022
is @hubspot going to acknowledge this?
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
480 Likes
142 Antworten
mikejaime
Mitglied
September 19, 2022
is @hubspot going to acknowledge this?
HostGPO on April 21, 2021
Auto CC on e-mail templates
We send a lot of intro emails. Would be great to be able to have emails automatically CC someone from the template button. We often forget to manually add that person...
Antworten Idee Sales Email Extensions & Add-Ins
31 Likes
10 Antworten
mikejaime
Mitglied
Juli 11, 2022
I too also 1,000% agree with this. Perhaps we could add a HubSpot User property to the CC field in the template. We use several HubSpot user properti...Beitrag ansehen
mikejaime on Juli 01, 2022
Assign Tasks to Client / Contact
Many companies use hubspot to manage clients/deals. Sometimes there are tasks that clients need to complete to progress through a pipeline. It would be really awesome if I could assign tasks to the associated contact(s)/client within a HubSpot Deal. Beitrag ansehen
Antworten Idee Tasks
0 Likes
0 Antwort
jgregory1 on März 22, 2019
Last contacted by a specific user filter
I need a way to view the leads who have been recently contacted by a specific user. If a lead comes into contact with my boss, they are high priority and we don't want them slipping through the cracks. If there was a contact filter or active list pr Beitrag ansehen
Antworten Idee Contacts & Companies
27 Likes
10 Antworten
mikejaime
Mitglied
Mai 12, 2022
Let's go HubSpot. We need this!
mikejaime on Mai 06, 2022
Search Form Submissions by Contact
How come Form submissions don't have a search feature? It would be intuitive if I could search for submissions by contact as opposed to manually clicking through the pagination. If I know the Contact, there currently is no way to easily find Beitrag ansehen
Antworten Idee Forms
1 Likes
0 Antwort
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