Gute Ideen sollten geteilt werden

My CEO and investors request a 2 page Executive overview template before meeting with an account / customer. Relevant fields include account name, contacts, titles, LinkedIn, competitors, use case, ARR, renewal date, etc. Then there are a few sections that are standard where we input free form. As a former Salesforce user, I purchased Quip to do this and pull from Salesforce in to a Google Document. This would save me a lot of time creating executive overviews. ... Mehr anzeigen

Hey! In order to count number of deals on specific date when the sales team started working on them, I want to create a custom property called "First activity date on deal". How can I make it? ... Mehr anzeigen

It would be great if I could be notified if certain emails bounce a specified amount in a timeframe.   I.e. We have an email verification email that if you can't click on, then you can't use our product. If we get a new client and 30 of their employees bounce because of their email security settings are blocking us - it would be great to know straight away so we can get them to fix it. ... Mehr anzeigen

Hi,  I'd like to triangulate the forecast (by deal stage and by forecast category) and understand if our weighted amounts on the forecast feature are similar or close enough using 2 different weights -  weights on deal stages, and also when moving to the forecast categories section, being able to assign weights based on the forecast category.  Now the weights in both section are coming only from weights on deal stages.  So then I'd be able to compare both forecasts and check if the team is being to optimistic in their forecast submissions or not.  Is there anyway to set up this? Thanks, Bruna ... Mehr anzeigen

I hope that I could switch to the mode which allows me to view the whole story line in the chatflow.  The current design is hard to check the story line when I'm trying to create the multiple story lines ... Mehr anzeigen

Hey HubSpot-ers!   One of my pet hates about HubSpot is how it handles notifications of replies to tickets and conversations. If there are multiple people associated with a ticket or conversation, and you (or the customer) doesn't hit 'reply to all' it doesn't notify everyone else.   We previously used Zendesk and they had a feature for this, see link below, and I've tried to create custom properties and workflows to replicate this, but haven't been successful!   Understanding CCs and followers – Zendesk help   I'd be grateful of any ideas or suggestions! ... Mehr anzeigen

Hi there,   Is there a way to implement the following in Forms section?   1. Ability to add multiple forms to a folder. Right now it is pretty manual (expecially if you have legacy forms) 2. Ability to see at a forms level as well as in the dashboard, where exactly the form is used. I can see it shows workflows and landing pages, but it is not really streamlined. 3. Ability to see who created the form. 4. Ability to see previous versions of the form and also ability to return to a previous one. 5. A counter with how many forms are published, how many draft and how many until the current plan allowed number is maxed. 6. Ability to expand the Folder area, to see the whole name of the Form folder. 7.  Just like with lists, ability to show either a column or under the form name, the folder it is part of. 8. Ability to see folder name the form is under - in the export of forms. 9. Ability to create views in the Form dashboard 10. Ability to export Compare forms - to see field comparison or localization comparison. Not sure what limit the compare should be on, but i would say 10 is ok. 11. Ability to select the date range in the Manage section and for it to remain active until user changes it again ... Mehr anzeigen

Currently, there's no way to see what is actually moving throguh the pipeline and how. There are soe reports hinting at this but now visually show what is going where. Zendesk do this really well. This is the kind of report that is key to understadnign your customers, how they are buying and how deals are progressing.   https://support.zendesk.com/hc/en-us/articles/4408824488858-Viewing-the-Pipeline-Development-report  ... Mehr anzeigen

I apologize if I publish it in the wrong thread. However, there is an annoying bug with conversations tab in the mobile app for iOS.  If you open an email and look at it for 1-2 min, then press "back" you get to the list of email, BUT, you get the empty list. you need to change filters/get out and get in/update the other way to get your list of emails back. Supper annoying.  Many thanks!!! ... Mehr anzeigen