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sockclub_custom
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Member since ‎Sep 21, 2018
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  • Upvotes Given
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Chloe Ayres

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Activity

fsta on February 16, 2017
CRM Deal Import - Automatically Associate with Contacts
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
Reply Idea Contacts & Companies Deals
128 upvotes
74 Replies
sockclub_custom
Participant
September 25, 2018
We would love to beta test this!!! Please let us!!
lrn24 on January 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Reply Idea Tasks
408 upvotes
176 Replies
sockclub_custom
Participant
September 25, 2018
We would love this! Our sales cycle is very short, so 3 days is even too much for us! Hubspot is great for automation, so I want to make sure that w...read more
Solved
tomer on July 24, 2017
Saving an email draft in Hubspot CRM
Hello, I integrated Hubspot with Gmail and was looking for a way to save an email draft before sending it. Sometimes it might take a while to compose the email (as it contains technical information that is gathered for a few days). Therefore, we read more
Reply Discussion
75 upvotes
26 Replies
sockclub_custom
Participant
September 25, 2018
Hi, @Phil_Vallender ! I echo @tomer 's feeling about wanting to just work out of one window. I understand that there is a work-around, but I wouldn...read more
Solved
tomer on July 24, 2017
Saving an email draft in Hubspot CRM
Hello, I integrated Hubspot with Gmail and was looking for a way to save an email draft before sending it. Sometimes it might take a while to compose the email (as it contains technical information that is gathered for a few days). Therefore, we read more
Reply Discussion
75 upvotes
26 Replies
sockclub_custom
Participant
September 25, 2018
Hi, @Phil_Vallender ! I echo @tomer 's feeling about wanting to just work out of one window. I understand that there is a work-around, but I wouldn...read more
stacey926 on July 19, 2017
Allow workflow re-enrollment for deal properties
Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly read more
Reply Idea Workflows
60 upvotes
13 Replies
sockclub_custom
Participant
September 25, 2018
This is so needed! We are working with contacts that have multiple deals going at a time, so automatic triggers based on contact activity are tricky....read more
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
sockclub_custom
Participant
September 25, 2018
I would love this! My top features would include: 1. Are there any tasks assigned to that deal? 2. Is the deal a rush/priority? Could possibly be i...read more
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