クリエイティブな才能を開花させよう

It would be great to be able to set up more granular permissions for large teams.   Here is a use case: With a large sales team, I would like to be able to allow them to edit a small set of properties. I would like to create a group of properties and allow certain team members to only be able to edit value for those. Right now, if I grant "edit" permissions to a user they can edit all properties in the CRM.   Another issue is that the permission to edit contacts also allows team members to create a contact manually. I'd like to restrict everyone that create contacts manually, but allow them to edit a small set of properties.  ...その他を表示

Good day, As we work as a team to handle physical face to face appointments, we always will have multiple slots for a single time slot as appointment might be re-assigned to different sales person. Will there be any plans in 2022 to enable capacity (number of slots) per agent (email) so that this particular agent (which is the Sales Lead) re-assign accordingly if needed based on skillset and requirement. On the other hand, will there be plans in 2022 to have an overview in a page of all appointments for the whole sales team so the whole sales team can plan more efficiently? Currently, what we did is  1. We add 4 emails into a Meeting link so we can allow more slots booking per time slot. 2. Hence meeting will be assigned randomly amongst the 4 emails (4 agents). 3. We then created a workflow to enroll contact with new meeting scheduled (meeting outcome), and then re-assign each of the new meeting's contact to a single agent and finally add this to a Shared Queue. The single agent will be planning for the whole sales team where appointments are concerned. In this shared queue, since its a triggered task, we are not able to add the meeting schedule into the shared queue itself. Hence its just a workaround we are using to manage for now.  Let me know your thoughts.     ...その他を表示

We would like to connect with Power BI without going through a third-party service.  ...その他を表示

I would love to have a feature that allows us to archive reports & dashboards vs deleting them. ...その他を表示

It would be great if we could create snippets for use in social posts. For example, when creating instagram posts I have a number of hashtags I use over and over again. If I could have a snippet saved that would add those I wouldn't have to copy and paste from another source.  ...その他を表示

The idea is to pre-populate the forms with the contact information of the users that exist in Hubspot, when an email is sent to the contact to complete the form. At the moment this option is not available and the user needed to fill the form first, kind of the Chicken and the Egg story.   The data is in Hubspot, if I am sending an email directly form the tool, and link to a form the information should be passed to the form from the email itself + Hubspot DB. ...その他を表示

Our sales reps use the same intro text, line items, and SDA verbage for nearly every quote they make. Why must we create a quote from scratch every time in Hubspot? Seems like a pretty basic feature to have a couple templates that you can use for new deals.   Currently there is a "clone" feature for new quotes... but you cannot change the deal name associated with the quote afterward which makes this useless unless needing to clone a quote for the same deal.   In our previous CRM, Buildertrend, we had an entire tab view where we could create proposal templates (AKA quote templates). This was super helpful because anytime we created a new quote, we could choose to use use a previous quote as the template base so there was minimal information to adjust.   Saved us SO MUCH time not having to copy/paste info into each section of the quote every time we created a new one. I'll attach a screenshot of what this looked like in our old platform. ...その他を表示

Background: I am using a ticket pipeline for an internal form submission process where a salesman creates a ticket and then uploads their pdf form under attachments after the ticket has been created. A member from the receiving side was wondering if it was possible to update that document in the file preview and save it. He currently opens and edits the document (Still in file preview) and then has to download that and reupload the new version to the ticket creating two versions of the document.  Idea: My idea is that when a PDF with form feild is opened and edited within the file preview screen you can then save and overwrite the existing form without having to create a duplicate document. The features I would think about and include would be permissions on who can edit and overwite within the users and teams settings tab, and how you would like the save to happen (as in save as a copy or overwrite).  Teams/Roles: Anyone that currently has a process that includes downloading the document only to fill something out and reupload it. Goal: Add a save feature to PDF forms in file preview. (You can currently edit a PDF form and download a copy with your changes) Value: Being able to save a document will reduce the amount of duplicated or copied forms so it would reduce clutter, support organization, (and most importantly for me as my sales team is out-of-touch and not "techy" as they put it) reduce the chance of my sales team sending a wrong/outdated file. UI/UX:                             Thank you for taking the ime to review my idea. Have a great day! ...その他を表示

Sorry if this idea has already been suggested.   Seems like a logical feature for the Zoom transcriptions would be to assign (or associate) actual names of the speakers instead of just having S1, S2, S3, etc. So, for example, after the recording, we could associate S1 with Tom, S2 with Mary, S3 with John etc.   When there are a lot of speakers, it's difficult to remember the names of all the speakers when reviewing the recordings. ...その他を表示