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Member since ‎Sep 4, 2017
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Activity

cpatrick on August 06, 2018
Bring back the option to import contacts to an existing static list
The new import change has just caused me so much more work. Previously, I could choose to import contacts to an exsting list, and I had a static lsit that was linked to a communicaitons workflow. I was able to import and automate communications in o read more
Reply Idea Lists
72 upvotes
28 Replies
logan
Participant
September 28, 2018
I built an entire process around this. 100% agree this function needs to come back.
Solved
dallisking on August 10, 2018
Unable to import into a static list?
Hello, Just today the dropdown to import into a static list has become greyed out for me. I have superadmin status so there shouldn't be any permission issue involved with this. I first wanted to add new contacts to a current list and then I tri read more
Reply Discussion
15 upvotes
14 Replies
logan
Participant
September 28, 2018
Hi @mbutterworth mbutterworth , This is a curious update. I actually built an entire process around being able to upload contacts to a s...read more
staci1074 on May 05, 2017
Get full transcript of Chat Messages
When I get a chat that is not a sales chat I need to get the information to someone else, it would be easiest if I could email the transcript to them directly or if it was somewhere in Hubspot I could send them the link. As it is set up right now t read more
Reply Idea Conversations
30 upvotes
15 Replies
logan
Participant
September 05, 2018
After a chat transcript is closed, it would be nice to be able to email the transcript to any selection of people. Not just the visitor who is on the...read more
djc on May 11, 2017
Reporting on call outcomes
Would like to see a subset under calls in Dashboard productivity for "Select Call Outcome". So I know I made X calls (top section) and had x conversations, y voicemails etc.
Reply Idea Calling Sales Reporting
3 upvotes
8 Replies
logan
Participant
December 14, 2017
@SeanMcProperty This is a great tactic and I have been using this, so thank you. Do you know of any way to use this report and cross reference ...read more
Wilco on March 03, 2017
Create a New Note or Log Activity in a WorkFlow
Is there a way to create a New Note or Log an Activity for a Contact in a workflow? It would seem this should be easy but I could find an anwser anywhere. Thanks for any guidance.
Reply Idea Contacts Lead Flows Workflows
111 upvotes
24 Replies
logan
Participant
September 04, 2017
Hey Wilco, I'm looking to do the same thing. I'd be interested in the process required to do this. Would you be willing to share?
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