FazleRabbihx

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TBarrett18WS en Julio 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 Leer más

Responder Idea Workflows

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16 Respuestas

FazleRabbihx

Participante | Partner nivel Gold

Septiembre 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 ...Leer más

Stanczak en Octubre 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 Leer más

Responder Idea Contacts & Companies Deals Workflows

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59 Respuestas

FazleRabbihx

Participante | Partner nivel Gold

Septiembre 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...Leer más

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OleksandraK1 en Agosto 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 Leer más

Responder Conversación Sales

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FazleRabbihx

Participante | Partner nivel Gold

Agosto 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...Leer más

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ASahin en Abril 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& Leer más

Responder Conversación Professional Tickets Workflows

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FazleRabbihx

Participante | Partner nivel Gold

Abril 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...Leer más

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GMarkham en Enero 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 Leer más

Responder Conversación Tickets

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FazleRabbihx

Participante | Partner nivel Gold

Febrero 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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GMarkham en Enero 22, 2024

Looking to make associated ticket contact required upon closing ticket.

Responder Conversación Tickets

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