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JBrasser
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Member since ‎Sep 2, 2022
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  • Replies
    1
  • Upvotes Given
    14
  • Upvotes Received
    3
  • Ideas
    2

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Jelle Brasser

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Activity

PCrowley on March 15, 2022
Auto associate contact/deal/company to tasks created by sequences. This would be very helpful and would make our task list much more organized!
110 upvotes
53 Replies
Participant
November 06, 2023
+1
setherton on November 09, 2021
I'm finding it difficult to manage tasks related to Contacts who have been unenrolled from Sequence, whether due to email reply/call answered or an unsubscribe. Ideally, when a Contact is unenrolled, HubSpot would delete any Sequence-related tas read more
62 upvotes
23 Replies
Participant
October 31, 2023
+1 without this our reps would need to spend a vast amount of time cleaning up their tasks. It makes the sequence feature unusable for us.
MBeran6 on July 13, 2023
I would love to see the export permissions have more flexibility than on/off. Certain people in our organization have legitimate needs for exporting but they shouldn't be able to download our entire database. Allowing them to be team based woul read more
4 upvotes
1 Reply
Participant
October 27, 2023
I agree, this is needed. We'd like to give certain users limited export rights, without giving them the ability to export our entire database.
Solved
RicardoCampos on June 18, 2020
Hi again! I would like to delete or modify tasks through a workflow, but it only allows to create it. If a important contact or deal property changes, maybe the task lose sense. Did anybody resolve this issue? Thanks!
41 upvotes
15 Replies
Participant
October 06, 2023
This would be a massive help when it comes to keeping a clean CRM and avoid users drowning in tasks (i.e. not having to spend half a day every quarte...read more
JBrasser on July 13, 2023
I am trying to capture information from prospects that will allow me to better service them. Formatting rules on properties could be very useful here, however they aren't applied on forms. They're only respected for manual updates to properties. read more
0 upvote
0 Reply
JBrasser on November 14, 2022
Use case: We want to automate task creation when Deals enter a specific stage. However, it's only possible to set the due date 'immediately' or 'at a set date'. We use a custom property 'follow-up date' and it'd be great to be able to use da read more
0 upvote
0 Reply
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