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tmcginnis
Stratege/Strategin | Elite Partner
(He/him)
Stratege/Strategin | Elite Partner
Mitglied seit ‎Aug 17, 2017
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Travis McGinnis

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tmcginnis on April 17, 2024
Bulk Associate Records from The List View
From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears: Please add the ability to "Bulk Associate" records to this menu. This should honor the association settings and Beitrag ansehen
Antworten Idee Contacts & Companies Custom Objects Deals Tickets
6 Likes
1 Antwort
tmcginnis on Januar 05, 2023
Add Corresponding Date Fields with Custom Lifecycle Stages
Now that we can customize the default Lifecycle Stage Definitions, it makes sense to also automatically create the corresponding "Became a [Lifecycle Stage]" date properties with any custom Lifecycle Stages. Further, those fields should function jus Beitrag ansehen
Antworten Idee Contacts & Companies Properties
26 Likes
5 Antworten
tmcginnis
Stratege/Strategin | Elite Partner
November 27, 2023
HubSpot delivered this a few months ago along with some brand new fields for each Lifecycle Stage. FYI. Any custom stages will automatically cr...Beitrag ansehen
achia on September 11, 2019
Identify Merged Contact
HI team, Currently, the de-duplication tool allows users to merge contacts. This is currently an irreversible merge, which is understandable as some information is lost during the merge. However, it would be great if there could be a way to iden Beitrag ansehen
Antworten Idee Contacts & Companies
102 Likes
15 Antworten
tmcginnis
Stratege/Strategin | Elite Partner
April 12, 2023
+1 to this!
pappah on April 21, 2022
Importing Feedback Properties
We have a client who has customer satisfaction feedback data in Survey Monkey they want to import into Hubspot. However, Hubspot doesn't seem to have the ability to import feedback properties. Allowing imports to be mapped to feedback proper Beitrag ansehen
Antworten Idee Contacts & Companies
9 Likes
4 Antworten
tmcginnis
Stratege/Strategin | Elite Partner
März 30, 2023
+1 to this! We can export feedback submissions but have no way to import them. Since we're able to import pretty much anything else, being able to im...Beitrag ansehen
tmcginnis on Januar 05, 2023
Add Corresponding Date Fields with Custom Lifecycle Stages
Now that we can customize the default Lifecycle Stage Definitions, it makes sense to also automatically create the corresponding "Became a [Lifecycle Stage]" date properties with any custom Lifecycle Stages. Further, those fields should function jus Beitrag ansehen
Antworten Idee Contacts & Companies Properties
26 Likes
5 Antworten
tmcginnis
Stratege/Strategin | Elite Partner
November 27, 2023
HubSpot delivered this a few months ago along with some brand new fields for each Lifecycle Stage. FYI. Any custom stages will automatically cr...Beitrag ansehen
tmcginnis on Oktober 04, 2022
Improve Reporting Flexibility for Email Marketing Engagment
The ability to custimize and segment Email Marketing Engagment reports is lacking in HubSpot. We need to be able to segment overall email performance by various contact properties (such as Lifecycle Stage, for example), but that's simply not possibl Beitrag ansehen
Antworten Idee Marketing Emails Marketing Reporting
0 Likes
0 Antwort
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