クリエイティブな才能を開花させよう

It would be great if there was a way to create tags that could be used in emails to send information to a contact record.  This way we could provide an email template to customers that would update their records with specific data. In my mind, this would come into play when a ticket escalates and you need them to send information to continue forward or when your customers submit an email from a desktop application. A use case would be a customer who emails tech support for computer repair.  The customer could write their Brand, Model#, Product ID, OS version between the tags and it would add this information to their contact record.  Each of these would have its own tag.  Or even if it could create a note this could be helpful.   The current situation is a client that has software that is an Excel add-on.  Within the add-on, their customers can request support.  When the customer clicks the support button it pulls up an email in outlook with a pre-written email which pulls in all the "version" information automatically.  The client would like for the "version" information to auto-fill in their contact record when the email is sent.  The "version" information would be custom properties.  In my head, these properties would need custom tags. ...その他を表示

I would like the ability to create checklists in notes that can be saved as snippets. I would like to track X, Y, Z metrics as I talk to prospects and its easier to load the snippet and check boxes that I need as opposed to loading the snipped and text editing the snippet.    basically its a bulleted list but I can click a box that gives me quick visual that the task has been completed/covered.   In my specific use case I want to call a prospect, load the snippet that lists discussed cost discussed x requirement discussed y requirement discussed program guidelines etc. As I discuss specific topics I can check the boxes that I have discussed with the prospect and show to anyone who picks up my record what exactly we have covered and what we have not. The goal is to not have to physically type and edit the snippet each time I use it, just click the checkboxes ...その他を表示

I have CMS professional and Marketing and Sales Starter. I would like to complete all the certifications that I possibly have to add to my prefssional skills portfolio. I have completed CMS for marketers and recently embarked on Marketing Software, to find that I can't complete the Persona exercises as I do not have the right level of Marketing Hub access. Although I think I can complete the course I will not gain ceritification at the end. It would be good to be able to filter all the courses according to the packge you are on, that being Starter, Enterpise or Professional so that you don't waste time on courses you can't complete, if certification is your min goal. Some have info on this in the intro video, warning that you need enterprise or higher, some dont. It would be beter if this was a filter at the very start. Thanks.   I hope I hae explained clearerly enough. ...その他を表示

Often time we get a new contact or one who replaces a previous one of a current company we work with and have to enter all the data like industry, website, city etc etc. It would be great if we could just duplicate a current contact that populated everythying but their email address and title to save time in data entry ...その他を表示

Use tokens from multiple deals to create workflow and emails. ...その他を表示

It would be very helpful if we could create a contact from a company record. The idea would be to go to the company page and click a button that says something along the lines of "create a new contact for this company" where it would pre-fill certain properties in the contact record such as TLA, address, city, state, and zip.   ...その他を表示

Similar to how sequences are currently would be great to be able to attach a template to pop up in the queue automatically for non-sequenced email tasks. ...その他を表示

Improve the outlook integration so they can select from outlook the deal that the email needs to be associated with. Right now if they send an email, log the email, and track the email.. but that email has multiple deals associated with it, that one email that is associated with only one deal, is linked to all of those multiple deals and they have to go in an unlink all of those deals. ...その他を表示

It would be great to visualize at a glance the number of untreated emails per mailbox so you can know quicklier which mailbox you need to empty in priority, rather than clicking on each mailbox to find out the number of emails to answer (watch GIF below)     Example below with the mailbox Yahoo : ...その他を表示