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TheoB
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Member since ‎Jan 10, 2018
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  • Upvotes Given
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Theo Brainin

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TheoB on November 07, 2020
Double click in legend / key to quickly filter graphs in reports and dashboards
We use a lot of hubspot dashboards with many charts It's great that these are interactive - so e.g. I will have a stacked bar chart displaying our SQLs generated over time, broken down by original source. Very often, I will then 'click' one read more
Reply Idea Dashboards & Reports
1 upvote
0 Reply
etroiani on September 21, 2020
[Now Live] Ads Optimization Events
Offline event syncing is here! Now, your ads can not only be targeted at the right users, but also optimized towards the right conversions by syncing your contact lifecycle data into Google and Facebook. We know many of you are managing, reporti read more
Reply Blog
5 upvotes
2 Replies
TheoB
Participant
October 20, 2020
Hi, we are very keen to use this functionality. We really want google and FB to optimise for the best leads, and not just for lead form submissions o...read more
gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
69 upvotes
31 Replies
TheoB
Participant
October 06, 2020
Just to add our voice in - we are extremely keen on this idea. Our deals progress through the whole customer lifecycle - from closing a project,...read more
MikeD on April 08, 2019
Workflow Issue: Allow us to choose business days, not just days.
When creating workflows, if I have it create a task, it lets you set the due date to 2 days from task creation. However when you create a task manually, you can set it to 2 BUSINESS days from task creation. The problem this is causing is some automa read more
Reply Idea Workflows
93 upvotes
31 Replies
TheoB
Participant
June 29, 2020
Yes please do this - the options should be consistent with the manual task setting!
nina on March 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Reply Idea Workflows
192 upvotes
90 Replies
TheoB
Participant
June 26, 2020
Yes to this - it would be great to have better features to manage rotation. I) Make it easier to remove specific people from rotations II) Make...read more
ernopyykko on November 17, 2017
Set chat availability based on user's calendar
Would it be possible to get the Messages availability to work in the same fashion as the Meetings integration? A person online/offline status would be toggled on and off based on their calendar. I would even suggest giving an option read more
Reply Idea Conversations
131 upvotes
48 Replies
TheoB
Participant
June 04, 2020
Echoing that we would love to see live chat brought up to parity with the meetings tool and beyond i.e. - Schedule for switching on and off avai...read more
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