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FrankTheTank
Participante
Membro desde ‎out 4, 2018
  • Soluções
    0
  • Respostas
    1
  • Avaliações positivas dadas
    8
  • Avaliações positivas recebidas
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  • Ideias
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Frank Devine

Atividade

SebastianB on Julho 27, 2017
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 Leia mais
Participante
Março 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...Leia mais
GLR on Dezembro 13, 2017
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 Leia mais
554 avaliações positivas
229 Respostas
Participante
Março 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...Leia mais
Karena on Março 06, 2018
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 Leia mais
158 avaliações positivas
33 Respostas
Participante
Fevereiro 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...Leia mais
Solucionado
L_E on Outubro 24, 2018
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 Leia mais
0 avaliações positivas
3 Respostas
Participante
Outubro 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...Leia mais
SebastianB on Julho 27, 2017
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 Leia mais
Participante
Março 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...Leia mais
AndyPitre on Abril 04, 2017
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 Leia mais
97 avaliações positivas
62 Respostas
Participante
Outubro 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...Leia mais
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