クリエイティブな才能を開花させよう

Hello,   Can we export all our Workflows and Lead Score (hubspot score) criteria into excel so that they can be reviewed, and analyzed easier? I'd also like to see stats on each to review how well all are performing.   thanks,   Alex ...その他を表示

When we have a split deal, the quota attainment appears well in the forecast tool, but unfortunately, we can't create reports that reflect quota attainment taking into account the split deal. I would like this to be implemented so that we can use the analytics report efficiently. Thanks! ...その他を表示

Hi Team,  Looking at the UX of the score property, adding a search box or a filter at the top of the screen would allow for a smoother experience.    In addition to this, being able to see the full value for properties which have a numeric value would help the customer.    Currently, we either have to double check the number of zeros added to a field like revenue or scroll to the bottom of the page to find a specific property.  ...その他を表示

We would like only Users that are assigned to a specific team to see contact information where the Contact Type field is set to specific value. Therein only allow other teams to see other contacts that have different criteria set for the Contact Type. ...その他を表示

Sería bueno que tuviéramos la opción de que cuando se dé de alta un Contacto por medio del formulario de "Crear un contacto" no se dé de alta como Contacto de Marketing.  Hay veces que no aplica, tenemos partners, socios y competencia en nuestros contactos que no nos interesa que sean de marketing. Gracias! ...その他を表示

Hi, I have some feedback about the new GUI update. What I was able to do in the past was organize forms by the number of submissions in the past week. We use this for weekly lead tracking, but the new GUI update has removed that option. You're now forced to pull up individual forms, then organize by date range there. It would be helpful if you could add the date range modifier either next to "clear all" on top or as an embedded filter. Thanks! ...その他を表示

When I am trying to customize elements in the knowledge base template, I have the options to add the company logo, and a link to the website, the link to the customer portal , link a support form, and also of a sign in button since we use private content which requires registration.... nothing else.    What i simply do not get , and wonder why you have added this duplication , is that these elements of the navigation bar are also being replicated into the footer of the knowledge base page.  There is an option to add additional links into the footer, but no option to not display the same elements as in the navigation bar.  Makes no sense to me.    Support advised that this functionality cannot be modified and these elements will always show up in both places. ... why?   I consider this more of a bug than a feature request , but support cannot assist.     ...その他を表示

The shareable preview link for emails only shows email content. It would be great to have the preview look like the following to others, as I want to share the full picture to stakeholders and reviewers.     ...その他を表示

We would like a way to check if a specific contact has received the same email more than once, especially more than once in close succession. For example: if I created two workflows that sent similar emails to contacts at similar times and, for whatever reason, someone wound up being enrolled in both workflows, I would like to be able to identify which of my contacts got the same email twice, once each from each workflow, so that I could address that with an apology email. Or, better yet, have some kind of failsafe in a workflow that would prevent that from happening in the first place. Eg: in the enrolment  criteria at each action step in a workflow, it would be useful to be able to select, "Send them [Email Name] IF they haven't received [Email Name] within the last [time period]" ...その他を表示