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FilipRas
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Member since ‎Apr 4, 2024
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  • Upvotes Given
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CUrsu1 on February 28, 2021
Set deal date as create date plus 3 days
I am trying to setup deal close dates through a worklow, should be the deal creation date plus 3 days. /is ths possible? Thanks!
Reply Discussion Professional
3 upvotes
9 Replies
FilipRas
Contributor
August 12, 2024
Is it possible to set up only working days without weekends?
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
729 upvotes
404 Replies
FilipRas
Contributor
August 01, 2024
"e nable HubSpot workflows actions for MicroSoft Teams to: (1) create a Teams channel" - is there any around job to do or is it possible that the...read more
cweimert on May 10, 2021
Create filter for Companies without an open task
It would be beneficial to have a filter in the task view to pull up companies / contacts that do not have an open task associated to their record. This provides more insight in a larger database.
Reply Idea Tasks
37 upvotes
19 Replies
FilipRas
Contributor
July 30, 2024
please as I need this in Deal Tags
FilipRas on July 24, 2024
Subsection in Cards
It would be fantastic to have an option that helps avoid crowded cards with numerous properties and speeds up work, particularly for elements directly attached to subsections, instead of creating many of these in one card. It could work in the form read more
Reply Idea Properties
0 upvote
0 Reply
Solved
Sulde on December 13, 2023
Deal Overdue tag
Hi I remember that I created a overdue tag and it's tagged the Closed won or lost deals, automatically. I don't know how to untag it. Please help me to not create an OVERDUE tag. Thanks
Reply Discussion Starter
1 upvote
3 Replies
FilipRas
Contributor
June 21, 2024
Can we use Deal Tags to mark deals with overdue/overlapsing tasks instead of close date?
FilipRas on June 05, 2024
Microsoft Teams Integration - First Message with a Deal's properties
It's great that HubSpot has Microsoft Teams integrations; however, notifications and creating channels are still not enough. Here is an idea that only the external app Zap offers, not HubSpot at the moment. Example. It would be great read more
Reply Idea Workflows
0 upvote
0 Reply
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