Marie_

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Marie Griggs

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Activity

KNewmanRyan on August 23, 2021

Have the "Meeting Type" as mandatory before sending/saving

Raising this suggestion on behalf of a HubSpot customer. With contact creations and properties, it's possible to save the property as mandatory before saving the property. With Meeting outcomes can it be a feature that the Meeting activity can be read more

Reply Idea Activity Feed Meetings

45 upvotes

13 Replies

Marie_

Contributor

February 26, 2024

I see this idea has been submitted in multiple posts. I also in need of this. I have workflows triggered from the meeting type. https://communi...read more

FinnJohannsen on September 09, 2022

Required field for call and meeting types

It would be very helpful if the property "Call and meeting types" is stored as a mandatory field so that the field cannot be forgotten when logging. Another option would be to introduce the call result as a mandatory field. A useful option for upco read more

Reply Idea Calling

37 upvotes

7 Replies

Marie_

Contributor

February 26, 2024

also in need of this. I have workflows triggered from the meeting type

MScaramastra on January 18, 2022

Make meeting type required when logging a meeting or call

Seems like as simple no brainer to force users to give managers better data. So that reports don't look like this:

Reply Idea Meetings

14 upvotes

9 Replies

Marie_

Contributor

February 26, 2024

also in need of this. I have workflows triggered from the meeting type

Solved

SMaterzyński on June 10, 2022

Workflow-Way to copy value from contact property to deal property when contact property is updated?

Hi Everyone, I am looking for way to copy value from contact property to deal property when the contact property changed/was updated. Is there any way to do this?

Reply Discussion CRM How-To Workflows

0 upvote

6 Replies

Marie_

Contributor

February 18, 2024

@karstenkoehler Hi Karsten - I have a follow up question on this one. I have a similar requirement but only want to copy the property to the most ...read more

ianhill on May 04, 2017

Deal Criteria Checklist

What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage. What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the nex read more

Reply Idea Deals

127 upvotes

41 Replies

Marie_

Contributor

February 18, 2024

upvoting this one. We have set actions that a consultant needs to complete before progressing to the next stage of a pipeline and want to create a si...read more

DarylWui on October 26, 2021

Checklist function for Sales Team on Object Record

Filing on behalf of a customer: We are a sales function, there are about 12 steps in each sale cycle that must be completed with each contact. At the moment, we manually write the points down on paper or Excel, and tick it off as we go. This is read more

Reply Idea Tasks

1 upvote

1 Reply

Marie_

Contributor

February 18, 2024

@DarylWui - Hi, wondering if you found a solution for this issue? I have a similar requirement. thanks

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