Member since ‎Nov 1, 2021
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Nishan Hettige

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nicolerohrer on October 13, 2020
Some users use an alias email address for sending and want the From name to be customized based on the context of how they are using that address. In Gmail, you can customize the From name based on Alias and users would like to replicate that in Hub read more
9 Replies
April 27, 2023
Must have feature. Idea submitted in Oct 2020, not sure why this didn't get attention yet..
NHettige on December 16, 2022
I am wondering if you have any plans to expand the company search parametres to look up for custom properties? In our use case, we have a custom property for 'trading name' where as the 'company name' default property is used to store the legal name read more
2 Replies
Cherisse on April 19, 2021
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 read more
152 Replies
April 27, 2022
This would be great to have! Our use case is below; Apart from the sales generaded by sales team, there are self applied customers that go more
hhiggins on October 03, 2019
It would be a great addition to workflows if there were a feature for an enrollment trigger for when notes are added to contact, company, deal, or ticket records. Currently, there are activity triggers for "call notes" and "task notes" being added/u read more
April 27, 2022
JoeDavies on September 24, 2021
As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where t read more
February 14, 2022
Hundred percent agreed with you two! Ours into educational services, so clients decide the product in the middle of the pipeline, not necessarily in more
RyanAbilar on November 04, 2021
Hi team, I noticed that required properties are not respected during an import. I realized this specifically in the "Email" property when I checked how much contacts we have right now without the said data. Surprisingly! We have quite a huge am read more
3 Replies
January 10, 2022
This is definitely needed to maintain proper control! I hope the development team would take this up soon.
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