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jameswindrow
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Member since ‎Feb 2, 2017
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jameswindrow on June 12, 2017
Weekend only Workflow - Assign Leads to a Different Team
Currently I use a Workflow to round-robin all leads to my sales team. We have a substantial number of leads generated on the weekend and would like to create a workflow to have those leads assigned round-robin to another team. For example. Mon-F read more
Reply Discussion Workflows
7 upvotes
1 Reply
jameswindrow on February 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
Reply Idea Contacts Reporting Workflows
235 upvotes
77 Replies
waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
306 upvotes
83 Replies
jameswindrow
Participant
February 02, 2017
I strongly support this. Its so important.
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