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VitalityWrks
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Membro desde ‎out 31, 2018
  • Soluções
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  • Respostas
    2
  • Avaliações positivas dadas
    15
  • Avaliações positivas recebidas
    38
  • Ideias
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Miguel Santos

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hollybo on Janeiro 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 Leia mais
53 avaliações positivas
15 Respostas
Participante
Fevereiro 28, 2020
Yes. This is a really good idea, as this has really limited some of my important (and rather basic) workflows.
Solucionado
lisat2m on Julho 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 Leia mais
8 avaliações positivas
10 Respostas
Participante
Novembro 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...Leia mais
gdlybbert on Novembro 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 Leia mais
95 avaliações positivas
77 Respostas
Participante
Novembro 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...Leia mais
Mary_Pouliot on Julho 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 Leia mais
28 avaliações positivas
14 Respostas
Participante
Novembro 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...Leia mais
Anonymous on Abril 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.
367 avaliações positivas
98 Respostas
Participante
Novembro 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...Leia mais
Solucionado
4952927 on Outubro 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 Leia mais
92 avaliações positivas
61 Respostas
Participante
Novembro 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...Leia mais
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