Grandes mentes pensam igual

My sales team offers software lessons for prospects to book when trialing our solutions. In another appointment booking system (AcuityScheduling), we're able to create a category (eg. Software Lessons for Product "A"). That Category has a link that we can share where people can see all of the lessons we've customized for that Category (eg. Lesson 1, Lesson 2, Lesson 3, etc.). They can pick the lesson and then are prompted to choose their date/time. Each appointement (eg. Lesson, 1, Lesson 2, etc.) also has its own meeting link so we can share the link for just Lesson 1 with a prospect, if desired, or share the link for the enter Category.    It would be helpful if Meetings offered this fuctionality for efficiencies.   As it stands now in Meetings, when I want to provide the prospect with the list of lessons they could book, I'll have to share multiple links or hyperlink each lesson I list to them (eg. Lesson 1, Lesson 2, etc.) vs. just sharing one link to cover it all (eg. Software Lessons for Product "A").   We currently use AcuityScheduling that offers this functionality. See attached image that shows the pubic facing link that a prospect would see to choose a lesson. You'll notice that in that platform, you can also share Meeting descriptions upfront for the prospect to see/read so they can decide if they want to book that Meeting or not (Meetings doesn't offer upfront descriptions currently), which is a separate idea I have submitted.       ... Exibir mais

It would be useful to have varying levels of admin access particularly. Right now my company is working to set up API connections between hubspot and our website and I've had to give the engineers full Super Admin privelages, which really isn't necessarry since they'll only be dealing with the API aspect. While I doubt they'll be going into the contact profiles and such, I'd like to keep these permissions separate.    Additionally, our sales team is becoming more involved with using the deals side of HubSpot and have requested access to be able to alter deal pipelines to better suit their needs. However, in order to give them the ability to do this, they need super admin access, which I really don't think is necessary. I'd like to give them access to do this, but I don't want them to be able to edit other properties or change permissions, etc.  ... Exibir mais

When updating my Hubspot scoring criteria, I wasn't aware the update would change all existing contacts that now met that criteria. This was particularly frustrating inline with the fact that hubspot score change dates are not in fact dates. So I can no longer have a historical view of when my contacts changed to a certain score, as they were all updated at once.   ... Exibir mais

I think we should be able to make this dynimc so we can use last touch tracking.     You can create a workaround to do this, but you can't track direct/organic search traffic except on the first conversion.     By allowing for this to be set as last touch, you could have see what converstion sealed the deal ... Exibir mais

hi, can u pls make it possible to get an overview of the email clients used the most by ones contacts? ... Exibir mais

As we are working with partners all over the worls, I have a few contacts within one company, but created more accounts for them, so I only see my communication with them in their profile.   As I can not always remember who is responsible for what, it would be a big help when I search the Companies name and all the employees there pop up, that the "Job description" would be displayed. Kind of, as you can see the E-Mail Address when you search them. So I don't have to click all 3-8 profiles to find the one I am looking for.   Best regards,  Anne Grosch Kulturwerke Deutschland ... Exibir mais

When dealing with customer support there is a clear need to be able to inform customers if they are reaching you after hours or within business hours. Due to so many companies now offering wide ranges of customer suuport with international assistance. Customers are now under the impression support is 24/7.   It would be great to be able to have specific messaging for During business hours and specific messaging for after business hours. This can be managed by a simple If/Then rule connecting to Time and allowing us to set time range for specific messaging.  This can work in automated e-mail responses, Automated Chat bots, Automated ticket creation for phone calls after hours.  Simply enabling support to tailor the message allows a more personalized & informative approach.  Thank you for your e-mail/call/chat you have reached us After Hours, our hours of operation are Xam to Xpm Mon-Fri. A representative will contact you as soon as possible during busines hours. Thank you. This informs the user they have reached us outside of business hours but we recieved their inquiry and someone will be getting back to them as soon as possible. It also informs them of the business hours.  ... Exibir mais

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The Hubspot CRM can pull company information after a user enters the company's domain name.  * The tool should look for additional confirmation of the identify of the business.  * The tool should also make an exception if it find other pages with a copyright by, "Dental Website Design by PBHS" and the domain name is not pbhs.com Details Here is an edge case where it clearly gets the wrong answer.  ==>  Domain "accessmobiledental.com" shows up as "Dental Website Design by PBHS" The issue seems to be that the firm who build the website has used the creative works schema to put a copyright notice on the bottom of the page.        id="pbhs-copyright" href="https://www.pbhs.com">Dental Website Design< /a> by <span itemscope="" itemtype="http://schema.org/CreativeWork"><link itemprop= "url" href="https://www.pbhs.com/"     In the schema PBHS points to a different domain. I think there are additional clues that might help a machine understand the name of the company -- Perhaps hard for a machine but a search of "Dental Website Design by PBHS" returns a different domain name, pbhs.com with ICANN address of California, whereas accessmoibledental.com has an ICANN address of CO. The is other information on the page that places the company in CO, Etc.  My guess is the Hubspot tool is assuming that the copyright holder is the name of the company. I can understand why the develops would make that assumption.  I think it would be good to add further logic to verify the company name, esp. where the copyright name differs so greatly from the domain name.   which seems to be taken from the creative work SCHEMA on the page related to copyright. The tool should be smart enough to figure out the that copyright holder in this case isn't the owner of the site, or at least not the name of the business. ... Exibir mais