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davidpan
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Member since ‎Nov 19, 2019
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  • Upvotes Given
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  • Upvotes Received
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David Pan

At Succession Resource Group (SRG), David makes the company look good, and tells as many financial advisors as possible through various marketing channels. He is a cross-disciplined marketing and communications professional, striving to optimize online customer experience through digital marketing, visual design, content management and PR.

Activity

Aprillava on May 11, 2021
Bulk Form Edit
It would be great if there could be a way developed to 'bulk edit' forms. For example, we recently had someone leave the company who was attached to many of our forms (and yes, there is a danger in adding a person vs. a distribution inbox - this was read more
Reply Idea Forms
51 upvotes
12 Replies
davidpan
Participant
May 04, 2023
As a potential solution for the HubSpot team, maybe it is to allow the creation of form templates that could be utilized by each form. When a templat...read more
Stanz on May 06, 2021
Let Contacts Invite Others when Scheduling a Meeting via the Meetings Tool
Hi everyone, Currently, contacts can plan meetings with our team via the Hubspot Meetings tool. Many of the different meeting types require contacts to invite additional colleagues (for example for demo's, user trainings or support calls). read more
Reply Idea Meetings
28 upvotes
10 Replies
davidpan
Participant
October 17, 2022
I'm surprised that this isn't a function yet. I would think that more sales calls would need to schedule with multiple stakeholders (decision-makers)...read more
davidpan on January 27, 2021
Set Email Recipients Based on Previous Email Campaign Recipient Results
Hi HubSpot Team, Currently, when we set email recipients under Campaign's Send or Schedule, our only way to do it is through lists. While it is simple, it isn't the easiest way for email marketers to send targeted emails when we want to exclud read more
Reply Idea Marketing Emails
11 upvotes
2 Replies
jane2 on May 31, 2019
report on average sales cycle length
There's currently no way to create dashboard reports for looking at the average sales cycle length. 'Time to close' doesn't do it, because that uses all close dates, not just dates for sales that have actually closed. The nearest you can get read more
Reply Idea Sales Reporting
41 upvotes
14 Replies
davidpan
Participant
September 24, 2020
@jane2 I'm not sure if it helps but I use the deal property "Days to Close." Then I filter the report by only ones that reach the "closed won...read more
davidpan on February 06, 2020
Hubspot Project Templates, Project Task Mass Updates on Assignees/Due Dates, Project Stages and more
First of all, the Hubspot Project module currently is more like just a glorified checklist. I believe managing marketing projects really takes a lot more than that, and below are my dire suggestions with which I hope others also resonate. Please U read more
Reply Idea Tasks
65 upvotes
17 Replies
davidpan
Participant
February 21, 2020
Thank you, @Rob-NWB and @aaronjyen . And not to be all crazy, but if this is important and helpful to you, please do ask your team members to ...read more
davidpan on February 18, 2020
Enable Merge Tag/ Personalized Token function in Hubspot Forms Follow Up emails.
Hubspot is providing the Merge Tag/Personalized Token function in all marketing and sales one-on-one emails. However, Hubspot Form follow-up emails don't have them. We can't merge/personalize the subject line, nor the body text. This is simple and read more
Reply Idea Forms
61 upvotes
13 Replies
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