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LButterfield
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Member since ‎Oct 28, 2021
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  • solutions
    1
  • Replies
    4
  • Upvotes Given
    36
  • Upvotes Received
    58
  • Ideas
    9

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Lizzy Butterfield

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Activity

JMaylandOlsen on April 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
Reply Idea Sales Reporting
188 upvotes
54 Replies
LButterfield
Participant
April 23, 2024
Voted for this, really surprising that we can't report on team goals, only individual is pretty useless to be honest. It would also be good to be abl...read more
Anu8844 on January 28, 2021
Forward functionality in Tickets
Hello, When we forward a ticket to a secondary contact , their responses to the ticket thread remains in "closed " status and the ticket owner do not get any alerts. Responses from the secondary contact will get missed. We have the enabled t read more
Reply Idea Tickets
28 upvotes
9 Replies
LButterfield
Participant
February 06, 2024
We've got a couple of workflows running to resolve the issue. If you use the criteria of last email date was updated after ticket status when pipelin...read more
jgillan on January 11, 2022
Feedback Survey Permissions
It would be helpful to have users have access to their owned contacts survey responses or at the team level in the roles instead of only now being able to open access to all surveys only. We don't want our regular sales people to see all surveys, ed read more
Reply Idea Feedback Surveys
20 upvotes
4 Replies
LButterfield
Participant
August 15, 2023
This is very much needed, especially as it means that you can't even add reports to people's dashboards - the only way my sales team can see reports ...read more
Latchy on July 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more
Reply Idea Connected Email Sales Email Extensions & Add-Ins
222 upvotes
94 Replies
LButterfield
Participant
August 03, 2023
@hroberts do you know when this will become available for the Outlook desktop extension which is what we use?
Latchy on July 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more
Reply Idea Connected Email Sales Email Extensions & Add-Ins
222 upvotes
94 Replies
LButterfield
Participant
August 03, 2023
@hroberts do you know when this will become available for the Outlook desktop extension which is what we use?
wearesno on October 24, 2017
Sequence enrollment on mobile
Hi, I was interested in pushing the idea of sequences to contacts on mobile. Currently it is a big feature that is lacking from mobile and hurting our ability to respond quickly. Cheers
Reply Idea Mobile Applications Sequences
107 upvotes
68 Replies
LButterfield
Participant
July 17, 2023
@vishnu Yes that's working now, thank you 😀
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