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CSic
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Member since ‎Feb 4, 2022
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  • solutions
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  • Replies
    13
  • Upvotes Given
    142
  • Upvotes Received
    15
  • Ideas
    3

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Christy Sicard

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R-Davis on June 09, 2023
Adding Deal Collaborators to Workflows
We currently have a workflow managing our handoff from our "Sales" team to our "Servicing" team, because there can be only one deal owner, we've been keeping the original deal owner and adding the Servicing team member as a collaborator on the deal, read more
Reply Idea Deals Workflows
42 upvotes
12 Replies
CSic
Contributor
October 02, 2024
Needed! Same with deal splits too!
JCraft2 on July 07, 2023
Assigning Collaborators through Workflow
Does anyone know if there is a way to assign collaborators through workflow using another Deal property? Right now, assigning collaborators is very manual.
Reply Idea Deals Workflows
15 upvotes
4 Replies
CSic
Contributor
October 02, 2024
Agreed. We have clients that need to assign a closer to a deal as a collaborator if it takes over X days to close, ensuring both owners get credit fo...read more
Solved
JGray30 on January 25, 2024
Creating a list for associated Labels
Good morning I have created an association label for "Decision Maker" and about to associate contacts with this label. Before I venuter down this route. I would like to ask, can I create an active Contact List with the association "Decision Ma read more
Reply Discussion Professional
2 upvotes
15 Replies
CSic
Contributor
August 27, 2024
Does anyone know how to do this with a contact<>contact association? Being able to see how many people with association label of "X" and th...read more
StaceyM on April 27, 2017
User specific time zones
I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.
Reply Idea Account Settings
663 upvotes
225 Replies
CSic
Contributor
August 12, 2024
This continues to affect our teams. Any update?
percy on July 04, 2022
Make "Marked as Spam" usable as a trigger for conversation based workflows to tag contacts as spam
Goal: We would like to set the associated contact of a conversation to "Spam/Unqualified" as soon as the conversation has been marked as spam. Desired function: "Marked as Spam" should be available as a trigger in conversation based workflow read more
Reply Idea Contacts & Companies Conversations Workflows
6 upvotes
1 Reply
CSic
Contributor
July 25, 2024
Agreed. I would also like the ability to block sender and auto-close conversation. Taking this one step futher, would be great if HubSpot could u...read more
PatrickEng on December 05, 2018
Add a Message Delay Option for Bots (like Workflow Delays)
We've recently begun venturing into the bot-space and are wondering if HubSpot is working on an additional Bot action for delaying messages. I know that we can do message delays in the Settings tab, but that feels very restricting. It would be aweso read more
Reply Idea Conversations
117 upvotes
42 Replies
CSic
Contributor
June 21, 2024
+1
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