steveholley

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

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自己紹介

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Steve Holley

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

Heggenes 3月 08日, 2021

Loom integration

I would love to get integration with Loom the same way Hubspot has with Vidyard. Vidyard is for many very expencive, this is where Loom comes in! Loom is only $8 per month and you get a tonn of features. Please vote on this...

返信アイデア Conversations

119 いいね！

25 コメント

steveholley

参加者

9月 13日, 2022

Please do this. I have been using Vidyard's free version and it is great but the jump to paid is not worth the price they are asking. Loom is much ...続きを読む

steveholley 10月 24日, 2018

Need a wav player in HubSpot for uploaded files

wav files that are uploaded to a contact, deal, or ticket record will not play when accessed through Chrome browser. I am told this is due to the fact that Chrome does not have a wav file player. HubSpot needs to create their own as these files sa 続きを読む

返信アイデア Contacts & Companies File Manager

11 いいね！

4 コメント

trisaratops 5月 10日, 2017

Option to sync conversations thread assignment to contact ownership

Hi there HS Community, We're excitedly trying out the Chat feature, and noticed that if a sales rep starts chatting with an unowned/new visitor that they don't then get auto-assigned (via the HS Owner field) to that rep. I naturally went to th 続きを読む

返信アイデア Conversations Workflows

40 いいね！

8 コメント

steveholley

参加者

8月 14日, 2018

When conversations reach the inbox, we have the ability to assign conversation owners and round-robin those with our service team. We can also creat...続きを読む

解決済み

zachallen 6月 13日, 2018

The ticket board doesn't include Customer and Contact info

We are in the process of implementing the Service Hub. In testing out managing groups of tickets, we quickly found that there's no customer or contact visible on the ticket board window. There's no available customer or contact field availible to 続きを読む

返信ディスカッション

14 いいね！

12 コメント

steveholley

参加者

7月 06日, 2018

I called Support looking for a solution to this very problem today. Having to search by name instead of popping into the pipeline is a time killer. ...続きを読む

Kim_GP 7月 24日, 2017

Customize the close date in deals

When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w 続きを読む

返信アイデア Deals

332 いいね！

140 コメント

steveholley

参加者

6月 07日, 2018

The auto population is causing us an issue too. In my business (insurance) we usually do have a decent idea of expected close date (when the current...続きを読む

grayson 2月 27日, 2017

Customizing "log activity" in HubSpot CRM

Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons 続きを読む

返信アイデア Contacts & Companies

590 いいね！

243 コメント

steveholley

参加者

1月 11日, 2018

I would take it a step further and allow the Activity Types and Outcomes to be customizable.

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