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Xtinnna
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Mitglied seit ‎Jul 9, 2019
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mbrackett on Oktober 08, 2019
Disappointed that columns in Lists don't remain sticky!
I have a list which periodically I will need to update DATE filters on but just found out today that the COLUMNS I've chosen will not remain "sticky" if I make changes and save OR if I change the name of the list. Really? It's the same list of peopl Beitrag ansehen
Antworten Diskussion
1 Likes
10 Antworten
Xtinnna
Teilnehmer/-in
Oktober 16, 2019
Not exactly true. Mine reset if I am ever signed off. Why can't we just save custom column sets and apply them depending on list?
Maarten_C on Juni 29, 2018
Rotating leads with fixed distribution percentages
Hi, We're currently stuck with the following scenario: We want to distribute leads randomly to reps A, B and C. Rep A receives 20% of leads, rep B 40% and rep C 40%. This is currently not possible in the system. The random attribut Beitrag ansehen
Antworten Idee Workflows
92 Likes
39 Antworten
Xtinnna
Teilnehmer/-in
August 28, 2019
I was asked to do this just now and am disappointed there is no option to do so. If anyone can help me set up a custom API, I'd be extremely grateful...Beitrag ansehen
Xtinnna on August 21, 2019
Allow workflows to set whether Hubspot contact goes into Salesforce as lead or contact.
Rather forcing us to choose whether we want Hubspot contacts to go into SFDC as leads or contacts, enable us to determine this via workflow or active list. For example, we often have a lot of clients that fill out lead forms. Half the time, Hub Beitrag ansehen
Antworten Idee Contacts & Companies
3 Likes
1 Antwort
Lilush on Januar 25, 2017
Export Workflows
I think it would be great to have the option to export workflows. Often I have to provide information about the structure of the workflow, and as these can be sometimes quite complecated - it would be great to be able to just export them as excel Beitrag ansehen
Antworten Idee Workflows
117 Likes
57 Antworten
Xtinnna
Teilnehmer/-in
Juli 25, 2019
@Josh Would love if they could add an integration with a diagraming software. But that's a longshot
Lilush on Januar 25, 2017
Export Workflows
I think it would be great to have the option to export workflows. Often I have to provide information about the structure of the workflow, and as these can be sometimes quite complecated - it would be great to be able to just export them as excel Beitrag ansehen
Antworten Idee Workflows
117 Likes
57 Antworten
Xtinnna
Teilnehmer/-in
Juli 25, 2019
@Josh Would love if they could add an integration with a diagraming software. But that's a longshot
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