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Olivia_Englert
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Olivia Englert

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Kidomu on März 09, 2021
Dynamic due date for tasks
Currently, a due date for a task can be set to a specific date or a set number of days from task creation. Suggestion: allow task due date to be set in relation to a date property on an associated record Example use case: use a deal-bas Beitrag ansehen
Antworten Idee Tasks Workflows
80 Likes
23 Antworten
Olivia_Englert
Teilnehmer/-in
November 05, 2021
Agree! We would like to create a task to be due based on the meeting activity date
Olivia_Englert on August 04, 2021
Show Create Date for contact properties
In the admin for properties, it would be great if the create date could be displayed. This is only available through the API today and not in the UI. We need to know when hubspot creates a property without notification so that our data ingestion Beitrag ansehen
Antworten Idee Properties
0 Likes
0 Antwort
Olivia_Englert on Oktober 12, 2020
Ability to add criteria when a new contact should be created
Hubspot today will automatically create a new contact for a customer who submits a form if the email is not present on another contact record. I would like the ability for hubspot to allow for admins to add criteria to check if other spec Beitrag ansehen
Antworten Idee Contacts & Companies
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0 Antwort
Dadams on Juni 25, 2020
Archived CRM Pipelines will be purged after 30 days
What's happening? Beginning on July 20 , any CRM pipelines that have been archived for more than 30 days will be purged. Currently, archived pipelines are stored in their archived state forever. While it's possible to access these archi Beitrag ansehen
Antworten Diskussion Announcements Deals
1 Likes
2 Antworten
Olivia_Englert
Teilnehmer/-in
Juni 25, 2020
I am able to see the active pipelines that are used, but how can I see any pipelines that may have been deleted in the past?
taylorfriss on Juni 21, 2017
Allow contacts/attendees to Cancel & Reschedule events using Meetings
Contacts are double booking without canceling their previous meeting! It would be great if they got a HubSpot confirmation email with a reschedule button on it, or if the Contact already has a meeting book, the Meetings page recognizes it and presen Beitrag ansehen
Antworten Idee Meetings
241 Likes
136 Antworten
Olivia_Englert
Teilnehmer/-in
April 27, 2020
@finn We previously used both Calendly and Hubspot. Calendly was great and the integration worked just fine. The main reason for transition to only...Beitrag ansehen
jacqueline88 on Oktober 23, 2019
Changing Organizer when Creating a Meeting
Being that we are a company and we have all of our co-workers calendars visible on our ends too, sometimes when we're done with a session and are going to schedule the client for their next training it may very well not be with the specialist they a Beitrag ansehen
Antworten Idee Account Settings
54 Likes
14 Antworten
Olivia_Englert
Teilnehmer/-in
April 14, 2020
Running into the exact same issue John Cook is...no ability to change who the meeting is assigned to in HubSpot. This makes reporting off if a meetin...Beitrag ansehen
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