FazleRabbihx

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solutions
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Activity

TBarrett18WS on July 01, 2021

Worklow action to remove multi-select value

The "Set Property Value" action gives you the ability to append chosen values to a multi-select field. It would be very useful to be able to do this in reverse i.e. remove a given value from a record. We have workflows that update a multiselect read more

Reply Idea Workflows

59 upvotes

16 Replies

FazleRabbihx

Participant | Gold Partner

September 26, 2024

Hello, I've created an app for this recently. We can remove specific values from multiple selection dropdown properties using workflow. If anyone ...read more

Stanczak on October 19, 2017

Delete or clear specific values from multiple checkbox property fields

We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati read more

Reply Idea Contacts & Companies Deals Workflows

202 upvotes

58 Replies

FazleRabbihx

Participant | Gold Partner

September 26, 2024

Hello, I've created an app for this recently. We can remove specific values from multiple selection dropdown properties using workflow. If anyone nee...read more

Solved

OleksandraK1 on August 16, 2024

Hot Leads response rate

Hi everyone! We recently introduced Prospecting to our team and now I`m working on a reporting dashboard to track the lead management process. One thing I can`t wrap my head around is how to track response time specifically for Hot leads, not all o read more

Reply Discussion Sales

0 upvote

2 Replies

FazleRabbihx

Participant | Gold Partner

August 19, 2024

Yes, you can create a lead status for Hot Lead. But if you determine your lead as a hot lead based on some criteria(ex. lead responds/opens/clicks ou...read more

Solved

ASahin on April 17, 2024

Ticket Worfklow to inform company owner

Hello Community, We would like to automatically inform the "company owner" which is assosiated to a ticket when a ticket has reached a certain phase. Does someone has an idea? Somehow i was not able to find a solution. We have Sales& read more

Reply Discussion Professional Tickets Workflows

0 upvote

2 Replies

FazleRabbihx

Participant | Gold Partner

April 20, 2024

Hello @ASahin , Yes, there is a solution. You can solve this using automation. Automation: step 1. You can set trigger according to your ce...read more

Solved

GMarkham on January 22, 2024

Looking to make associated ticket contact required upon closing ticket.

Currently we have associated company + contact as required fields on the create ticket form. This info. is not always known at time of ticket opening. Can we have this as a requirement to be able to move the ticket from "issue reported" stage t read more

Reply Discussion Tickets

0 upvote

10 Replies

FazleRabbihx

Participant | Gold Partner

February 07, 2024

Yes, you can create this type of property on the Service Hub Pro account. You need to choose the Ticket object to create this property.

Solved

GMarkham on January 22, 2024

Looking to make associated ticket contact required upon closing ticket.

Reply Discussion Tickets

0 upvote