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VitalityWrks
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Member since ‎Oct 31, 2018
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  • Upvotes Given
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  • Upvotes Received
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Miguel Santos

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Activity

hollybo on January 24, 2020
Wouldn't it be great to have an option to have tasks created from a workflow, "skip" weekends when assigning due date? I have my tasks setup to be due 1 day from creation at 5PM. Our response goal is 1 business day. So if I could get these tasks to read more
32 upvotes
9 Replies
Member
March 25, 2022 12:50
I've had multiple request from within my organization for this feature. Tasks with weekend due dates are causing some issues.
Solved
lisat2m on July 19, 2017
Is there a way to require a contact be added when a new deal is created? I know you can now require certain properties when creating a deal, but don't find contact name as one of the properties. We want to ensure each deal has a contact associated w read more
8 upvotes
10 Replies
Contributeur de premier rang
August 22, 2019 09:29
@VitalityWrks totally agree - that goes back to my original ask to make this a required field or let Admins pick and choose which fields should be ...read more
gdlybbert on November 29, 2016
These two things should not be separate. They should be managed by one central calendar integration service that can be used for Meetings links or the Schedule tab in the CRM: https://knowledge.hubspot.com/articles/kcs_article/integrations/how-do read more
Member
July 25, 2019 01:11
Integration with Outlook 365 should be complete and interactive and bi-directional Especially the scheduling part. It could be accomplished probabl...read more
Mary_Pouliot on July 13, 2017
As per this article , we can set required fields for creating a contact, company, or deal in HubSpot via a desktop computer. It would be very helpful to have the fields set as required also transfer to the mobile app, so that any new contacts, comp read more
Member
June 09, 2021 10:45
@martinmckenna I just tested this and it works as long as you are manually entering a contact on the mobile app, but you are able to skip all of th...read more
Anonymous on April 28, 2017
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
318 upvotes
82 Replies
Member
May 13, 2022 15:08
It would be fantastic to see some progress on the Archiving request, as previously mentioned - if HubSpot can retrieve a Deleted contact or company wi...read more
Solved
4952927 on October 04, 2018
Hi, how do I stop Hubspot automatically creating a contact from all emails that come through into my Outlook. These are emails from new organisation I never emailed before, and therefore contacts where HubSpot has never been bbc before. I receiv read more
58 upvotes
40 Replies
Participant
February 22, 2022 07:33
I am very interested in this feature and I am commenting so I receive updates.
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