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DWXFX
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mikeabowles on Maio 15, 2017
Workflows assign task to Task Queue
Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue.
Responder Idéia Tasks Workflows
195 avaliações positivas
80 Respostas
DWXFX
Participante
Setembro 11, 2018
Once the owner is selected, I'd expect to be able to specify from a list of task queues belonging to that owner.
mikeabowles on Maio 15, 2017
Workflows assign task to Task Queue
Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue.
Responder Idéia Tasks Workflows
195 avaliações positivas
80 Respostas
DWXFX
Participante
Setembro 11, 2018
Once the owner is selected, I'd expect to be able to specify from a list of task queues belonging to that owner.
Solucionado
RealtyButler on Fevereiro 08, 2017
How can I change deal stages with the Workflows tool?
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl Leia mais
Responder Discussão Workflows
57 avaliações positivas
31 Respostas
DWXFX
Participante
Julho 17, 2018
This would make our life a **bleep** of a lot easier as well. 99% of our customers don't pass through a sales rep but 1% come via outbound sales...Leia mais
Solucionado
DWXFX on Abril 27, 2018
Optimal workflow design for multiple buyer personas and languages
We are new to Hubspot and trying to design our lead nurturing workflows. We have two aims with the design: a) to know what is working and what is not b) to keep things organised and agile Whether there is a tradeoff involved, I'm not sure. Answers Leia mais
Responder Discussão
0 avaliações positivas
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DWXFX
Participante
Maio 03, 2018
Thank you Frank for taking the time to write such a detailed reply. Sounds like am better off making sure stuff is organised properly outside of Hub...Leia mais
Solucionado
DWXFX on Abril 27, 2018
Optimal workflow design for multiple buyer personas and languages
We are new to Hubspot and trying to design our lead nurturing workflows. We have two aims with the design: a) to know what is working and what is not b) to keep things organised and agile Whether there is a tradeoff involved, I'm not sure. Answers Leia mais
Responder Discussão
0 avaliações positivas
7 Respostas
DWXFX
Participante
Maio 03, 2018
Thank you Frank for taking the time to write such a detailed reply. Sounds like am better off making sure stuff is organised properly outside of Hub...Leia mais
AndyPitre on Abril 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Leia mais
Responder Idéia Deals
1385 avaliações positivas
447 Respostas
DWXFX
Participante
Abril 23, 2018
Definitely agree, Close Date would be pretty far down our list as well. I know you can use filters to filter by say Deal Type but if you can't custom...Leia mais
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