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FazleRabbihx
Teilnehmer/-in | Gold Partner
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Teilnehmer/-in | Gold Partner
Mitglied seit ‎Jan 1, 2024
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  • Antworten
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TBarrett18WS on Juli 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 Beitrag ansehen
Antworten Idee Workflows
64 Likes
16 Antworten
FazleRabbihx
Teilnehmer/-in | 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 ...Beitrag ansehen
Stanczak on Oktober 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 Beitrag ansehen
Antworten Idee Contacts & Companies Deals Workflows
210 Likes
59 Antworten
FazleRabbihx
Teilnehmer/-in | 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...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Antworten Diskussion Sales
0 Likes
2 Antworten
FazleRabbihx
Teilnehmer/-in | 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...Beitrag ansehen
Gelöst
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& Beitrag ansehen
Antworten Diskussion Professional Tickets Workflows
0 Likes
2 Antworten
FazleRabbihx
Teilnehmer/-in | 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...Beitrag ansehen
Gelöst
GMarkham on Januar 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 Beitrag ansehen
Antworten Diskussion Tickets
0 Likes
10 Antworten
FazleRabbihx
Teilnehmer/-in | Gold Partner
Februar 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.
Gelöst
GMarkham on Januar 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 Beitrag ansehen
Antworten Diskussion Tickets
0 Likes
10 Antworten
FazleRabbihx
Teilnehmer/-in | Gold Partner
Februar 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.
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