Beata_W

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Beata Wit

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Beata_W on July 27, 2023

Export a list of deals that are enrolled in a workflow

Hello, I need to export a list of deals that are enrolled in a workflow (deal-based). It doesn't matter how I do it, whether by - directly exporting from the workflow's enrollment history or - just using a filter to display deals enroll read more

Reply Idea Deals

1 upvote

1 Reply

Beata_W on May 18, 2023

Smart content rules in new Pop-up CTAs / CTA (beta)

Could you please add the option to enable the use of Smart Content within new Pop-up CTAs , specifically called CTAs (Beta)? We currently have a wide range of options to create different types of pop-ups. It would be nice to have smart read more

Reply Idea CTAs Forms

24 upvotes

7 Replies

RiccardoPisani on April 08, 2020

Remove a value from a multicheckbox property with a workflow

Hi there hubspotters - Multicheckbox properties are handy - you can add up to 1k values per contact! If you set values with Workflows, you can only append or cleanse - would be great to have the possibility to remove one tag from the property - read more

Reply Idea Contacts & Companies

118 upvotes

39 Replies

Beata_W

Member

January 30, 2023

Stanczak on October 19, 2017

Delete or clear specific values from multiple checkbox property fields

We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati read more

Reply Idea Contacts & Companies Deals Workflows

152 upvotes

47 Replies

Beata_W

Member

January 30, 2023

Same, I also n eed to clear a specific value from a multiple checkbox property.

Adam-SixandFlow on November 05, 2020

Create a 'Today's Date' field in Hubspot

Currently, you have no date property that tells you today's date. This is genuinely a critical function if you are going to compete with other CRMs. How can a sales team set and keep SLAs if they can only look at the time spent in stage retroactivel read more

Reply Idea Account Settings

184 upvotes

54 Replies

Beata_W

Member

January 02, 2023

This is kind of basic functionality 😭

Sjoerdklaver on March 11, 2020

Create reports based on list memberships

When creating reports and dashboards for my organization I found out that Hubspot is not that great in giving you a lot of options. We are implementing multiple leadscoring models for each of our 7 product lines. Therefore I wanted to create a repor read more

Reply Idea Marketing Reporting

94 upvotes

49 Replies

Beata_W

Member

November 28, 2022

I need this issue fixed as well.

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