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DLoszewski
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Member since ‎Aug 23, 2022
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David Loszewski

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Activity

marstalb on January 16, 2017
Trigger a workflow when a property value has been changed
[This has been resolved] It would be wonderful to have the ability to trigger a workflow when a property value has changed. For example, we have leads submit answers on a form, and after a sales rep speaks to the lead, sometimes the rep find out t read more
Reply Idea Workflows
70 upvotes
32 Replies
DLoszewski
Participant
November 29, 2023
What if you don't want to trigger if it never had a value to begin with? I only want to trigger if the value has changed. If the property gains a v...read more
Solved
DLoszewski on October 02, 2023
Alternative to Tasks?
Is there an alternative to tasks? I was originally wanting to have a checklist assigned to a sales person of things to complete once a workflow was activated but tasked looked to have been the only way to do that. Unfortunately, each checklist item read more
Reply Discussion Tasks
0 upvote
3 Replies
Solved
MarieSH on August 26, 2020
Tasks to-do checklist
Hello, does anyone know if Hubspot has a to-do checklist to control what has been done in a task, contact, deal? Thank You
Reply Discussion Tasks
3 upvotes
4 Replies
DLoszewski
Participant
August 28, 2023
Hello Emma, regarding your reply above, what Filter type would you use? I don't see a filter type for task.
Solved
DLoszewski on January 06, 2023
Agent Reply via direct email changes ticket to incorrect status
Hello, We're currently seeing any issues where an agent reply via direct email where the support channel is cc'd on the email, changes/keeps the ticket status to a "Waiting on us" status. ie. If a customer sends an email to dave@somecom read more
Reply Discussion Conversations Service Tickets
0 upvote
1 Reply
YiRui_Chua on November 03, 2021
Edit contact right side bar within Conversation Inbox
Hey team, Raising this for a customer here. It would be great if we can hide some of HubSpot's default section in the contact right sidebar within the Conversation Inbox (and possibly in contact records too) Currently, we are not able to hide or read more
Reply Idea Conversations
121 upvotes
35 Replies
DLoszewski
Participant
September 19, 2022
This is unfortunate that this is not already available but not surprised as I'm finding that Hubspot is far less customizable than I was lead to beli...read more
Solved
DLoszewski on September 19, 2022
Fields in the conversation view?
Hello, Is there a way to remove some of the fields/categories on the right sidebar of the conversation view?
Reply Discussion Tickets
0 upvote
2 Replies
DLoszewski
Participant
September 19, 2022
Thanks, this is unfortunate, I'm finding that Hubspot is far less customizable than the sales person first let me to believe.
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