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usmiclow
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Membro desde ‎jun 26, 2017
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Michael J Lowe II

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usmiclow on Novembro 15, 2021
Auto Associate Contact with Parent Company OR Child Company
The problem: We have multiple instances of Parent and Child companies that have the same Domain URL. This means when a new Contact comes in through a Form, it will not automatically make it to the correct Company. This is a Data Clenliness issue Leia mais
Responder Idéia Contacts & Companies
7 avaliações positivas
1 Respostas
usmiclow on Outubro 20, 2017
Automatic Phone Number Formatting
When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cau Leia mais
Responder Idéia Calling Contacts & Companies
465 avaliações positivas
159 Respostas
usmiclow
Participante
Março 14, 2019
Hi @hroberts Although it is nice that you added that functionality on the front end, it does NOT resolve the current issue/problem posted orig...Leia mais
usmiclow on Outubro 23, 2018
Company Lists for AND - OR Capabilities
There should either be AND - OR capabilities in filters or you should be able to create static and active lists for Companies, not just Contacts. Currently, Lists are only able to organize Contacts while having "AND - OR" capabilities. Filters Leia mais
Responder Idéia Contacts & Companies
16 avaliações positivas
5 Respostas
Latchy on Julho 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e Leia mais
Responder Idéia Connected Email Sales Email Extensions & Add-Ins
222 avaliações positivas
94 Respostas
usmiclow
Participante
Novembro 16, 2017
I agree. We are just moving over from another CRM to HubSpot, and upon further research on this functionality, it seems as though all your major (and...Leia mais
AliceLankester on Janeiro 18, 2017
Dashboard reports -- need to be able to export them all
I see great reports on the Dashboard, but need to be able to share and communicate them with my team. A simple export to XLS/CSV and PDF would be most useful. The data is there. Just hand it over! 🙂
Responder Idéia Sales Reporting
52 avaliações positivas
11 Respostas
usmiclow
Participante
Novembro 16, 2017
I agree 100%. As well, if it can only be exported into a PDF, it needs to be readable. Because of the names of my Deals and stages, almost all of my...Leia mais
amyT on Julho 11, 2017
Ability to export Excel files from dashboard custom reports
The custom report feature is great but I think we should also be able to export the data from the custom report from the dashboard into an excel file in addition to pdf and ppt.
Responder Idéia Marketing Reporting Productivity Tools Sales Reporting
46 avaliações positivas
18 Respostas
usmiclow
Participante
Novembro 16, 2017
I agree 100%. As well, if it can only be exported into a PDF, it needs to be readable. Because of the names of my Deals and stages, almost all of my ...Leia mais
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