DianaOliva

Contributor | Diamond Partner

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solutions
5
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Diana Oliva

Inbound Consultant and Hubspot CRM & Sales Implementations specialist

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DianaOliva on March 23, 2022

See en which workflows a form is being used

It's necessary for us to see in which workflows our forms are being used. We have several forms (hundreds!) that we need to audit regularly and see in which workflows are being used. We actually had to do an audit for a client and the only way wa read more

Reply Idea Forms

1 upvote

0 Reply

MichaelC on June 02, 2021

Enable views editing by other users or teams

Hello community 👋 and product team ✌️ Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit col read more

Reply Idea Users & Teams & Permissions

65 upvotes

20 Replies

DianaOliva

Contributor | Diamond Partner

November 10, 2021

Hi! We need this too! It is very important for us. We do Hubspot implementations for client so we are users for a specific period of time. We nee...read more

mhznetworks on August 17, 2021

Make Saved Sections in Emails Editable

Love the new SAVED SECTIONS for email blocks. But it would be great if those SAVED sections could be editable . As they are now, the content inside the saved section is locked once you save it.

Reply Idea Marketing Emails

30 upvotes

13 Replies

DianaOliva

Contributor | Diamond Partner

September 13, 2021

We need that too!, actually I don't find so much value without being able to edit the section.. I have to edit every single email anyway if i want to...read more

Solved

NelsonS on July 08, 2021

Workflow para Llamada: No detecta los propiedades dentro de la bifurcación

Hola Comunidad dispongo de una cuenta Sales Enterprise Lo que quiero hacer es crear una tarea mediante un workflow luego esperar que se realice la tarea (Retrasar hasta que ocurra el evento), a continuación le damos unos minutos para que pro read more

Reply Discussion CRM & Sales Workflows

1 upvote

4 Replies

DianaOliva

Contributor | Diamond Partner

July 12, 2021

Hola @NelsonS ! Yo probaría eliminar en la última bifurcación el filtro "duración de la llamada" ya que cuando lo he probado no siempre se cumple...read more

DianaOliva on June 24, 2021

Sort data in new advanced report builder please!

Hi! In the old report builder, when you want to check the data of certain report you could sort by any date field. For example, in this picture I have a report built with the old report builder and I clicked a group of data I wanted to check. You read more

Reply Idea Analytics Tools

1 upvote

1 Reply

Solved

ENovales on June 23, 2021

Edición filtros predeterminado Propietario del contacto.

Hola a todos. La situación es la siguiente: Me gustaría cambiar dentro de mi vista de contactos > contactos, el valor que viene en los filtros por default de propietario del contacto, por una nueva propiedad que es propietario del contact read more

Reply Discussion Propietario del contacto

1 upvote

1 Reply

DianaOliva

Contributor | Diamond Partner

June 23, 2021

Hola @ENovales ! Te dejo un paso a paso 1.Debes crear la vista nueva con la propiedad personalizada que quieres utilizar y la guardas. 2. Deb...read more

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