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FrankTheTank
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Miembro desde ‎oct 4, 2018
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SebastianB en Julio 27, 2017
Option to set email to private and not log it
Hi, it would be great to specify the privacy setting for emails or contacts that will be logged in the CRM. As some conversations & emails have to be confidential, it would be great to have a setting that tells Hubspot which emails to log and wh Leer más
Responder Idea Contacts & Companies Sales Email Extensions & Add-Ins
63 Me gusta
27 Respuestas
FrankTheTank
Participante
Marzo 13, 2019
Hi @clovria This tool doesn't work 100% of the time. I've gone in and blocked our internal company domain months ago yet I'm still getting new...Leer más
GLR en Diciembre 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati Leer más
Responder Idea Contacts & Companies Deals
554 Me gusta
229 Respuestas
FrankTheTank
Participante
Marzo 08, 2019
This is Day 1 basic CRM functionality. Absurd that this was raised as an issue more than a year ago, consistently upvoted and added to, and it is STI...Leer más
Karena en Marzo 06, 2018
More workflow options for date properties
We don't always want to "hold" a contact in a workflow in order to set a date property for a number of days in the future. Sometimes we want to change a date property that's been set in the past. It'd be great if we had more workflow actions availab Leer más
Responder Idea Contacts & Companies Workflows
158 Me gusta
33 Respuestas
FrankTheTank
Participante
Febrero 28, 2019
Definitely see the value in this. Looking to integrate our CS team with our Sales team so the ability to set future dates based on things that happen...Leer más
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L_E en Octubre 24, 2018
Trigger a webhook via Activity add/edit/del?
Is there a way to have activities fire off a webhook, for example when a meeting is logged? I've looked through the api documentation and have tried building a webhook call directly in a workflow (since there is no way in the api to trigger a webhoo Leer más
Responder Conversación Events
0 Me gusta
3 Respuestas
FrankTheTank
Participante
Octubre 26, 2018
Follow up question for you @Isaac_Takushi If we're creating meeting activities on the company record or deal record directly rather than on the co...Leer más
SebastianB en Julio 27, 2017
Option to set email to private and not log it
Hi, it would be great to specify the privacy setting for emails or contacts that will be logged in the CRM. As some conversations & emails have to be confidential, it would be great to have a setting that tells Hubspot which emails to log and wh Leer más
Responder Idea Contacts & Companies Sales Email Extensions & Add-Ins
63 Me gusta
27 Respuestas
FrankTheTank
Participante
Marzo 13, 2019
Hi @clovria This tool doesn't work 100% of the time. I've gone in and blocked our internal company domain months ago yet I'm still getting new...Leer más
AndyPitre en Abril 04, 2017
Export Tasks from CRM
When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to expor Leer más
Responder Idea Tasks
97 Me gusta
62 Respuestas
FrankTheTank
Participante
Octubre 16, 2018
This is something I need. We have such a volume of tasks being created and completed it would be so valuable to be able to export the full list and p...Leer más
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