プロフィール

VitalityWrks
参加者
コミュニティー参加日: ‎10 31, 2018
  • ベストアンサー数
    0
  • 件の返信
    2
  • いいね!した数
    15
  • いいね!獲得数
    38
  • ご意見・ご提案
    0

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Miguel Santos

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アクティビティ

hollybo 1月 24日, 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 続きを読む
53 いいね!
15 コメント
参加者
2月 28日, 2020
Yes. This is a really good idea, as this has really limited some of my important (and rather basic) workflows.
解決済み
lisat2m 7月 19日, 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 続きを読む
8 いいね!
10 コメント
参加者
11月 15日, 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...続きを読む
gdlybbert 11月 29日, 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 続きを読む
参加者
11月 14日, 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...続きを読む
Mary_Pouliot 7月 13日, 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 続きを読む
参加者
11月 12日, 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...続きを読む
Anonymous 4月 28日, 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.
367 いいね!
98 コメント
参加者
11月 08日, 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...続きを読む
解決済み
4952927 10月 04日, 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 続きを読む
92 いいね!
61 コメント
参加者
11月 08日, 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...続きを読む
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