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Hubly Product Requests
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Ability to delete duplicated Clients in Hubly
Sometimes I accidentally create duplicated contacts! Is there a way that we can have some kind of tracker that flags when a duplicate email, phone number or name is created?
3
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complete
4
Branching or Contingent Next Workflow Feature
Allow next workflow (NWF) to be one of many and contingent upon which of 2 tasks is completed. For example; if prospect signs agreement, then NWF=Onboard Client, if the prospect doesn't sign the agreement, then NWF=move to lost.
7
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complete
41
Sync Meeting Dates to CRM calendar
I would love to see the meeting dates sync with our CRM calendar (Redtail)
9
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complete
31
Conditional Next Workflows
I want to be able to start workflows based on conditions created with forms.
2
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complete
2
ScheduleOnce Integration
Similar to the Calendly request, would love to see ScheduleOnce.
1
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complete
2
Ability to make task details a fillable form
4
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complete
5
Reporting
I would like to be able to run an activity report by user so we can see the volume of activity we're completing per day
3
·
complete
9
Display how long a client has been in a workflow
I'd like to be able to quickly see how long a client has been in a particular workflow by glancing at the client tile, please. It would also be helpful to see the date on which they were added.
4
·
complete
20
View Completed Tasks by User
Ability to see tasks completed in Hub by each user - management reports
3
·
complete
8
Easily Accessible History of Workflow Completion
Tracking which clients have completed a workflow, and be able to easily extract the list of who completed it and when.
3
·
complete
31
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