BLewty

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。

参加者 | Diamond Partner

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48
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Bethany Lewty

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アクティビティ

briansweat 7月 17日, 2024

HubSpot notification links open in Edge

I'm using the "New" Outlook with the HubSpot Sales Extension (not the old Sidekick add-in). My default browser is Google Chrome and all links from Outlook open in Chrome except for the HubSpot notification emails. They always open in a pop-up Ed 続きを読む

返信ディスカッション Notifications

1 いいね！

3 コメント

BLewty

参加者 | Diamond Partner

8月 27日, 2024

My client is having the same issue. Despite all defaults being set to open in a new Chrome tab, they open in the Edge pop-up window.

MvanderValk 1月 26日, 2022

Associating Products with Business Units

We have a portal (marketing enterprise) with several brands, lots of deals and products. One of the brands is using the CRM as a sales tool as well (Sales Professional license). But when creating a deal, when associating a line item, they see all pr 続きを読む

返信アイデア Products and Quotes

14 いいね！

3 コメント

BLewty

参加者 | Diamond Partner

8月 07日, 2024

This feature would be extremely valuable.

MagdaPrichodko 12月 16日, 2022

Choose business unit while creating a quote & Business units in reports

We need the possibility to add another business unit info and let our sales reps choose the business unit shown on a quote. And we need to have reports by business units!

返信アイデア Dashboards & Reports Products and Quotes

4 いいね！

2 コメント

BLewty

参加者 | Diamond Partner

8月 07日, 2024

This would be really handy. Currenly our client has to go in and manually change the company name and address details for any quote sent from a separ...続きを読む

SMeyerSuarez 12月 06日, 2022

Save emails not only to contact but also to the right custom object

Hi Our client would love to match/save e-mails not only to contacts in the HubSpot CRM, but also to the specific Custom Object by checking the email subject or the email text. For example: If my customer imports all his elevators as cu 続きを読む

返信アイデア Custom Objects

9 いいね！

3 コメント

BLewty

参加者 | Diamond Partner

12月 06日, 2023

Agree with this idea. We have several clients where this functionality would be beneficial.

BLewty 11月 24日, 2023

Smart content based on custom object lists

It would be great if we had the ability to create smart content based off custom object lists. Currently the only smart content option is for 'lifecycle stage' or 'contact list', but we need to send out emails with specific content that's in a 続きを読む

返信アイデア Marketing Emails

3 いいね！

0 コメント

Uyen_Le 10月 10日, 2023

Bring back property details/ source history

Hubspot recently changed the source of property change history to a more general one ("Hubspot processing" in this screeenshot below for example), while previously it showed exactly which integration or which workflow caused the change. 続きを読む

返信アイデア Properties

3 いいね！

1 コメント

BLewty

参加者 | Diamond Partner

11月 21日, 2023

Agree with Uyen_Le on this one - I don't know why they'd change it. This is invaluable when troubleshooting why something has happened.

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