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abockler1f
Contributor | Diamond Partner
Member since ‎Jun 29, 2018
  • solutions
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  • Replies
    7
  • Upvotes Given
    24
  • Upvotes Received
    59
  • Ideas
    3

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Adam Bockler

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abockler1f on June 12, 2024
Hi, I have a client with a deactivated user in HubSpot. They used to assign contacts to this user. They have approx. 230 workflows. Short of going through each workflow, they/we are wondering if there is a way to identify whether any existing workfl read more
Contributor | Diamond Partner
June 12, 2024
@karstenkoehler Thank you. I checked that, and I think this client may not have any workflows that assign contacts to the deactivated user anymore....read more
Solved
abockler1f on June 12, 2024
Hi, I have a client with a deactivated user in HubSpot. They used to assign contacts to this user. They have approx. 230 workflows. Short of going through each workflow, they/we are wondering if there is a way to identify whether any existing workfl read more
Contributor | Diamond Partner
June 12, 2024
@karstenkoehler Thank you. I checked that, and I think this client may not have any workflows that assign contacts to the deactivated user anymore....read more
KBoehmer on August 24, 2023
I love the new Deals Insights - I would like those same insights to be available in the other Deal Views as well. Not just the default view. This would allow for easy understanding of the stats in the views that are important to me - such as quickly read more
114 upvotes
33 Replies
Contributor | Diamond Partner
January 08, 2024
I have a client asking me for this, so we'd love to see it for their sake.
Belbel on October 05, 2020
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
657 upvotes
179 Replies
Contributor | Diamond Partner
February 28, 2023
Since I posted a request to this thread, we have also started recommending that our clients use queues. Some have been responsive and some have not. ...read more
Belbel on October 05, 2020
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
657 upvotes
179 Replies
Contributor | Diamond Partner
February 28, 2023
Since I posted a request to this thread, we have also started recommending that our clients use queues. Some have been responsive and some have not. ...read more
AmandaKendzior on March 25, 2019
We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more
100 upvotes
30 Replies
Contributor | Diamond Partner
November 07, 2022
Similar to other users here, we have a client that generates an invoice using the quote feature for their customers. The only reason they generate th...read more
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