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JTroskie
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jul 14, 2021
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  • solutions
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  • Replies
    1
  • Upvotes Given
    11
  • Upvotes Received
    37
  • Ideas
    2

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Jayde Troskie

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Activity

mfoldager on May 14, 2020
Ability to restrict permission to edit/delete other people's notes
In theory, anyone can make anybody say anything by editing their notes. It should be possible to restrict permissions to only edit own notes - despite the notes being added to a company you own. I am oftentimes leaving notes for my salespeople, read more
Reply Idea Account Settings
57 upvotes
25 Replies
JTroskie
Participant | Diamond Partner
September 29, 2023
It's valuable to have the ability for all users to view all notes but only edit their own notes. I don't see a reason why a user would need to edit a...read more
llegault on October 28, 2021
Create deal reports that support exchange rate when having multiple currencies
When a portal has multiple currencies and also wants to report on ARR, the reporting does not auto support the exchange rate when reporting on deals that have different currencies. The report does support Amount and Amount in Company Currency, but n read more
Reply Idea Sales Reporting
3 upvotes
2 Replies
JTroskie
Participant | Diamond Partner
July 21, 2023
This is needed for a portal housing global teams. We need to be able to pull reports required in multiple currencies relative to each team's local ma...read more
JG-Davy on January 25, 2022
Consider a scheduled email as published so that it appears in the choices when building the workflow
When building a workflow, it is impossible to create a trigger linked to an unpublished marketing email. but this is also the case for a planned email marketing. Wouldn't it make sense for a scheduled email to be considered published so that it appe read more
Reply Idea Marketing Emails
14 upvotes
1 Reply
JTroskie
Participant | Diamond Partner
May 19, 2022
Yes please, this will be helpful!
JTroskie on March 30, 2022
Personalise subscription pages based on contact type
A great feature would be to be able to personalise subscription pages based on the contact type/lifecycle stage. So for customer contacts, all and only customer-related subscription types will show for these contacts when they subscribe or edit the read more
Reply Idea Marketing Emails
0 upvote
0 Reply
JTroskie on March 30, 2022
Group/categorise subscription types
It would be really useful to be able to group/categorise subscriptions, for example, if we have partner communications, there are different subscription types relating to that (partner newsletter, product updates etc.), that would fall within the p read more
Reply Idea Marketing Emails
37 upvotes
7 Replies
KyleJepson on July 11, 2021
How do you connect with your contacts?
HubSpot has a lot of tools for connecting with contacts, and there are a host of other tools sales teams use outside of HubSpot. What's your favorite tool for connecting with people? Share your thoughts in the comments below! *To learn mor read more
Reply Discussion
256 upvotes
1364 Replies
JTroskie
Participant | Diamond Partner
August 06, 2021
Hi all, I like connecting and communicating through Vidyard, video is a great way to explain and get your point across rather than just sending an em...read more
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