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jochsner
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Member since ‎Apr 4, 2018
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Jeremy Ochsner

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Activity

xavierparduyns on April 28, 2017
Notify Task Creator when Task is Completed
I think it could be great if the creator of the task will be notified when the task is finished or is waiting... And have a discussion on the task
Reply Idea Tasks
180 upvotes
87 Replies
jochsner
Participant
July 24, 2019
Honestly, this seems like a simple request, Hubspot. I assign a task to be completed by my team. When they complete the task, for example, confirmi...read more
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1240 upvotes
379 Replies
jochsner
Participant
March 26, 2019
No this is no idea in HS. The folks at HS say they are working on it. However, we've been on HS for a year and still nothing but a work around that...read more
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1240 upvotes
379 Replies
jochsner
Participant
March 26, 2019
No this is no idea in HS. The folks at HS say they are working on it. However, we've been on HS for a year and still nothing but a work around that...read more
Jennyhardman on April 27, 2017
How to track referals
I am looking for a CRM system that will allow me to run an affiliate scheme. Basically we are a business consultancy and when we get a referral we pay a referral fee to the person who has referred them. We need a way to track who has refe read more
Reply Discussion
26 upvotes
18 Replies
jochsner
Participant
April 09, 2018
Automated would be great. Referred by and then when you type in the name, the contacts are queried. It would be simple to have this functionality. ...read more
laius on March 08, 2017
Enable Multiple Parent Child Relationships
Problem: Our customers are always e-commerce companies and often startups. Both often have multiple larger companies invested in them. So we need to be able to add two or more large investors as parent companies for one of our customers, in order to read more
Reply Idea Contacts & Companies
64 upvotes
24 Replies
jochsner
Participant
April 09, 2018
Yes, please. Thank you. Maybe a Super-Parent or simply letting the user determine when/if a parent can be a parent of another company.
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