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cj_ipec
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Member since ‎Dec 13, 2017
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cj_ipec on January 12, 2023
Confirmation and reminder emails - Meeting Links
I am looking to be able to show the confirmation and reminder emails from the meeting tools settings to appear in the activity timeline of the contact. Not knowing if the email is being sent and viewed is getting concerning that we cannot see that t read more
Reply Idea Meetings
0 upvote
0 Reply
Maarten_C on June 29, 2018
Rotating leads with fixed distribution percentages
Hi, We're currently stuck with the following scenario: We want to distribute leads randomly to reps A, B and C. Rep A receives 20% of leads, rep B 40% and rep C 40%. This is currently not possible in the system. The random attribut read more
Reply Idea Workflows
92 upvotes
39 Replies
cj_ipec
Member
November 15, 2022
We have a custom code that does this for us now. It is working beautifully. Our developer wrote the code and we implemented it a few years ago. We te...read more
HelenBrown on November 19, 2018
Associating email activity with a ticket
At present it is not automatically possible for emails sent/received to a contact(s) associated with a ticket to be logged on that ticket if sent via Gmail, opposed to internally within Hubspot. Instead it has to be done manually within Hubspot, thr read more
Reply Idea Sales Email Extensions & Add-Ins Tickets
65 upvotes
19 Replies
cj_ipec
Member
April 08, 2021
I have been working to help our COO and our support staff become more automated and have introduced them to using Sequences, however the missing puzz...read more
cj_ipec on October 02, 2020
Team Meeting Link
I am looking at wanting to use a team meeting link on exit pop-up forms.. It would be nice to be able to have this option and when a prospect gets ready to leave the page or site, a pop-up appears asking if they would like to schedule time to talk t read more
Reply Idea Meetings
0 upvote
0 Reply
cj_ipec on September 29, 2020
New Task Beta Idea
In the new "beta" version of the new task view, I love that I can see my calendar. But it would be nice to be able to schedule something directly on that screen, instead of going back to Google to schedule something. Also, it would be nice to be abl read more
Reply Idea Tasks
0 upvote
0 Reply
Maarten_C on June 29, 2018
Rotating leads with fixed distribution percentages
Hi, We're currently stuck with the following scenario: We want to distribute leads randomly to reps A, B and C. Rep A receives 20% of leads, rep B 40% and rep C 40%. This is currently not possible in the system. The random attribut read more
Reply Idea Workflows
92 upvotes
39 Replies
cj_ipec
Member
November 15, 2022
We have a custom code that does this for us now. It is working beautifully. Our developer wrote the code and we implemented it a few years ago. We te...read more
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