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Clwagner
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Member since ‎Nov 24, 2021
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  • solutions
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  • Replies
    3
  • Upvotes Given
    8
  • Upvotes Received
    20
  • Ideas
    4

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Cassara Wagner

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Activity

Clwagner
Participant
June 13, 2023
Reply to Date picker options
This is not true. We use the date picker property to capture date of birth for giveaways and every year we get complaints that scrolling back in the ...read more
Clwagner
Participant
March 15, 2023
Reply to HubSpot User is Out of Office
This is 100% needed. We are looking to bring in all of our customer care reps into HubSpot, but the current way we manage out of office team members ...read more
Clwagner
Participant
December 16, 2022
Reply to Workflows report
It amazes me that 2 years later, HubSpot still doesn't have the reporting ability for workflows. The reports and data is there when viewing the detai...read more
Clwagner on October 19, 2022
Share a campaign and its content with team members not in HubSpot
We have an in-house built platform that the marketing team uses to push content to other departments in the company. We use this platform to inform these departments of what the marketing team is pushing out for the month. The process of uploading a read more
Reply Idea Campaign
1 upvote
1 Reply
Clwagner on October 14, 2022
Add ability to create action filters based on workflow activity
I'm building a set of nurturing workflows based on our sales funnel and each workflow has different actions and goals that are used to move a contact to the next workflow. The biggest problem I am running into is the lack of options when buildin read more
Reply Idea Workflows
1 upvote
1 Reply
Clwagner
Participant
September 21, 2022
Reply to Allow the use of fiscal year when creating revenue goals
COMPLETELY AGREE! What is the point of setting a fiscal year under account settings if you can't use it when setting up a goal? HubSpot, please ...read more
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