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averyguest
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OliverMUK on Januar 28, 2020
Contract management recommendations
Hi all We're looking at Hubspot and I've got the point on the list where I need to look at Contracts. I can see that Hubspot doesn't manage contracts itself, and I would like to get some recommendations of contract management apps that integrate Beitrag ansehen
Antworten Diskussion
3 Likes
9 Antworten
averyguest
Teilnehmer/-in
April 22, 2024
We're thinkng about using a custom object to accomplish this but would love to have more capabilities such as: editing the sharing of a document o...Beitrag ansehen
averyguest on April 05, 2024
Conditional Fields Based on Associated Objects
I would like to be able to require certain objects to associated before moving deals along in the pipeline. I know you can do it with a checkbox, but it's not clear in the way I would like it to be. Ie. I want to require reps to associate a dea Beitrag ansehen
Antworten Idee Deals
3 Likes
0 Antwort
averyguest on Januar 30, 2024
Trigger Workflow Enrollment on the basis of Email Behavior of Multiple Emails
It would be great if we could trigger contact workflow enrollment on the basis of behavior of multiple emails instead of having to select all emails when selecting criteria ie. all emails from X business unit from X date range or all emails with X i Beitrag ansehen
Antworten Idee Workflows
0 Likes
0 Antwort
Brigip on November 28, 2023
Updating the business unit on an existing form
I wanted to update the business unit on an old existing form and I wasn't able to do it. We have many business units and somebody added a form to the wrong business unit. To be able to filter and work on the correct business unit we need to use the Beitrag ansehen
Antworten Idee Account Settings
7 Likes
4 Antworten
averyguest
Teilnehmer/-in
Januar 26, 2024
Bumping this. We had users create forms in the wrong business unit and it'd be much easier to change business unit than create a new form and lose al...Beitrag ansehen
DannyHS on Oktober 16, 2023
Leads Object/Ownership - Prospecting
It appears that the Leads Object Beta allows for only the record (contact/company) owner to be assigned to the Lead record. How are people using this for accounts with shared prospecting ownership where either (or both) an AE and SDR may be calling Beitrag ansehen
Antworten Idee Account Settings Properties
14 Likes
10 Antworten
averyguest
Teilnehmer/-in
Dezember 20, 2023
Just responding to hear to emphasize how important this will be for prospecting. Understand you can use contact ownership and lead status on a contac...Beitrag ansehen
averyguest on August 17, 2022
Ability to Equally Distribute Records that come into a workflow with a specific property
Similarly to how you can round robin objects to users, you should be able to create different properties with this same idea in mind. For example, if 300 people came into a workflow - i want to create a property value of X for 100, a property v Beitrag ansehen
Antworten Idee Properties Workflows
2 Likes
0 Antwort
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