Les grands esprits se rencontrent

JAubry1 · ‎nov. 9, 2022

Limit is now 5000, we use one property to list all Brands we might work with, and there are tens of thousands.

ALeslie · ‎nov. 9, 2022

I am requesting that it be accessible to create a report for all activities combined for a day (calls, emails, etc.) as employers like to have all a worker's activity in one place. Thank you

Vinz_R · ‎nov. 9, 2022

If you need to send a communication via workflow including the number of a Sales Rep (who is also the deal owner), it's not scalable to have a branch for each Sales Rep. It would be better to have a single branch with a single communication using "Deal owner" and "Deal owner tel. number" as personalization token.

Ecopass · ‎nov. 9, 2022

Actualmente las plantillas predeterminadas no se pueden editar ni clonar porque la plantilla existente se crea con plantillas de back-end a las que no puede acceder una plantilla nueva, por lo tanto, el botón de edición se ha desactivado y muestra este mensaje emergente (ver captura de pantalla). Por lo tanto, esto sería una limitación de la plataforma y seria ideal que esta funcionalidad se desarrolle

MathieuTim · ‎nov. 9, 2022

Hello 🙂 We are running an after-sales pipeline, where deals are connected to several workflows, examples: 1. If they are not answering the phone, move deal to phase XY 2. If they didn't open their mail, sent out another etc. etc. PROBLEM: Whenever we loose a customer these workflows are still active since they have time delays on them. (1 day, 7 days, 30 days ...). SO, whenever a coworker moves the deal to "CUSTOMER LOST" it can happen that some workflow reactivates the deal and puts it back into the AFTER SALES pipeline (because the WF has a delay). I understand that by altering the WFs to for example "whenever a customer is a lost, remove deal out of THIS workflow" is possible. BUT i have 50+ active WFs and would have to change each and every one of them.... THEREFORE MY IDEA: Integrate a workflow function, that removes deals from one or all workflows. This would save me hours of time changing a lot of workflows and i would be 100% sure to miss none. Discuss below, Have a great day!

NREHubspot · ‎nov. 9, 2022

Hi. Hubspot seems very email focused, many businesses use cell numbers as primary contact. As such the ability to sms a contact from Hubspot would be great. We have tried the bulksms.com integration but honestly very little seems to be integrated, our contacts dont even come up although other details do. Please make it so we can link a sms provider directly into Hubspot and sms contacts from there.

Rkumar91 · ‎nov. 9, 2022

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PFrølund · ‎nov. 9, 2022

Would be great - if I can share a chat transcript with i.e. a colleague. Either to inform a colleague of that topic/resolution - or to ask that colleague to implement something - on the back of a potential advice.

leechen · ‎nov. 9, 2022

Posting on behalf of a customer here: Would be great if each meeting link is allowed a secondary availability window/custom date range so that the meetings tool is flexible and able to better match one's schedule. Considering that overseas travel is becoming more frequent, having the ability to set the availability window according to one's next timezone in advance would be greatly convenient and maintains consistency for customers. Thank you!

CDouglas4 · ‎nov. 8, 2022

Currently within Line Items & quotes, we have the ability to set terms and custom billing start dates, however, when we do so the calculation to monthly subtotal and MRR compounds the line items regardless of billing start date. With the products we offer, many have a trial / UAT phase at a lower price point for the first 3 months before the client moves into full useage & pricing for a further 12 month terms. With the monthly subtotal/MRR values not taking into account the billing start date, this means that either our sales reps or our ops teams need to ensure that they issue two quotes before a contract is signed, adjust the line items accordingly to only those active products at initial contract start and then ensure we set a task / reminder at the next time line segment (in this example, 3 months time) to then re-adjust the line items to ensure smooth revenue reporting. This is a large double up of work and leaves us either not being able to accurately quote customers or not having reliable revenue reporting without the double handling. The ask here is that the monthly subtotal & MRR calculation properties take into account custom billing start dates to smooth these aspects out.

Les grands esprits se rencontrent

Please add more than 5000 options limit on Properties

Creating a report for all activity combined (emails, calls, etc.)

Use Deal Owner tel. number as personalization token

Limitación en la Edición de plantillas (Portal de clientes)

Integrate a workflow function to kick deals out of workflows

Need to be able to send SMS

Grab Your iPhone 14 Now

Share customer service chat transcript

Meetings secondary availability or separate custom date range and availability window

Take into account term times on line items / quotes when calculating MRR

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