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VitalityWrks
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Mitglied seit ‎Okt 31, 2018
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hollybo on Januar 24, 2020
Exclude weekend due dates when creating Tasks in Workflows
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 Beitrag ansehen
Antworten Idee Tasks Workflows
53 Likes
15 Antworten
VitalityWrks
Teilnehmer/-in
Februar 28, 2020
Yes. This is a really good idea, as this has really limited some of my important (and rather basic) workflows.
Gelöst
lisat2m on Juli 19, 2017
Require specific properties when creating a deal
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 Beitrag ansehen
Antworten Diskussion
8 Likes
10 Antworten
VitalityWrks
Teilnehmer/-in
November 15, 2018
Hi @edjusten , Actually it's a bit presumptuous for you to assume that this isn't a requirement. You're correct in saying that by the time a deal...Beitrag ansehen
gdlybbert on November 29, 2016
Integrate Outlook 365 with Schedule tab / Combine Google Calendar integration with Meetings
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 Beitrag ansehen
Antworten Idee Contacts & Companies Integrations Meetings
95 Likes
77 Antworten
VitalityWrks
Teilnehmer/-in
November 14, 2018
I'm completely in the same situation as the rest of you. We only just got on HubSpot less than 4 weeks ago and the shortfalls of this system is bec...Beitrag ansehen
Mary_Pouliot on Juli 13, 2017
Sync required fields for creating contacts, companies, and deals between desktop and mobile app
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 Beitrag ansehen
Antworten Idee Contacts & Companies Mobile Applications
28 Likes
14 Antworten
VitalityWrks
Teilnehmer/-in
November 12, 2018
Jeez this is such a basic principle that we shouldn't need to log this as an idea, but rather an issue! @HubSpot, any update on when this is getting...Beitrag ansehen
Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
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.
Antworten Idee Deals
361 Likes
95 Antworten
VitalityWrks
Teilnehmer/-in
November 08, 2018
Any update on this HubSpot?? We really need this feature and it's seriously lacking. There are contacts who have since left a company, but we do...Beitrag ansehen
Gelöst
4952927 on Oktober 04, 2018
How to stop HubSpot creating contacts from all emails I receive in Outlook?
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 Beitrag ansehen
Antworten Diskussion
91 Likes
61 Antworten
VitalityWrks
Teilnehmer/-in
November 08, 2018
Hi Jenny, Disconnecting the inbox really isn't that helpful a solution. Our sales team generally tick the box that says "log to CRM" as goo...Beitrag ansehen
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