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MasterElecTampa
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Member since ‎Feb 12, 2019
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Activity

samglenn on November 05, 2019
Mass Importing Tasks
We would love to ability to mass import a group of contacts that all need the same task assigned to their contact owners. A good example of a need for this would be when we receive a list of new clients. As we're importing these, it would be great t read more
Reply Idea Contacts & Companies Tasks
13 upvotes
3 Replies
MasterElecTampa
Participant
March 03, 2021
This urgently needs to be done. Today you can practically do an import for anything other than auto-creating tasks for specific users. Our teams do a...read more
Solved
MasterElecTampa on October 28, 2020
Cross Object Reporting Calls & Companies
I'm trying to find a solution to the limitations to cross object reporting. User Story: As a sales company I would like to see all owned companies that have not been contacted "this month". - My current solution is to create a workflow to f read more
Reply Discussion Enterprise
0 upvote
5 Replies
MasterElecTampa
Participant
October 29, 2020
@Mike_Eastwood I haven't. I'm quite honestly not that familiar with it. Are you sharing that I can achieve the reporting outcome by simply marketin...read more
Solved
MasterElecTampa on October 28, 2020
Cross Object Reporting Calls & Companies
I'm trying to find a solution to the limitations to cross object reporting. User Story: As a sales company I would like to see all owned companies that have not been contacted "this month". - My current solution is to create a workflow to f read more
Reply Discussion Enterprise
0 upvote
5 Replies
MasterElecTampa
Participant
October 29, 2020
@Mike_Eastwood I haven't. I'm quite honestly not that familiar with it. Are you sharing that I can achieve the reporting outcome by simply marketin...read more
ram on March 29, 2017
Deal Properties in Sales Email Templates
The sales email templates only allow the use of Contact & Company properties but a lot of contextual data is captured in the Deal. It would be great if we could use Deal properties in the email templates – we could make the emails way more relev read more
Reply Idea Snippets & Templates
24 upvotes
19 Replies
MasterElecTampa
Participant
August 17, 2020
@cstetter - I was recently working with HubSpot Tech Support and they've advised that it IS NOT possible to get sales templates to pull deal speci...read more
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
471 upvotes
181 Replies
MasterElecTampa
Participant
August 05, 2020
I've upvoted this. The drop-down option is there and then you get hit with a SIKE... Just Playing... The dropdown is irrelevant. Let's make this a re...read more
MasterElecTampa on July 30, 2020
Custom *Cross Object Reports* using the team filter of "My Team"
I've recently been trying to find ways to build custom reports and attach those custom reports to Dashboards based on a user roles. IE Sales Managers see the same reports across the entire organization. While trying to run a cross object report read more
Reply Idea Sales Reporting
4 upvotes
2 Replies
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