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Liz O'Brien
I've been in HubSpot since 2014. Worked many years as a marketer for a healthcare and building materials manufacturer. Now I'm putting all that experience to good use at a HubSpot elite partner agency.
Under select experience, the sales minded app users get deals as an icon on the bottom navigation. Can we get "tickets" in a service experience? I'v...Leer más
Take a look at the Buyer Intent Beta . This is looking like the 2018 prospects tool with better in tool navigation to find/ add leads and start con...Leer más
The tool already has this functionality. Pick suggested time in your time zone and before hitting the "insert times" button, the blue time zone at t...Leer más
Enable Copilot to review activity timeline data so Sales/ Service can query records of any specified object that talk about a keyword. Bonus points if you could hyperlink to create a list or index page view. Example:
1. Service tickets were X Leer más
Just finished an implementation where the client is only using contacts and about 5 new custom objects. Companies, Deals and Tickets are of no use to...Leer más
@MParham I think this would be a request for your team with scheduling meetings. Either open up the properties that can go on forms in the meetng ...Leer más
In the prospects sales tool, see recent activities in the report. This would be information like pages views at the company level. Example: An employee of a company visit your site but doesn't complete a form.
This is a tool we used that vani Leer más
Is it possible to combine multiple contact properties into a single contact property? Will all the values in the multiple properties transfer over to the one contact property? I saw merging values within 1 contact property but not how do you co Leer más
Use Case: Sales needs to book time with demo team. Demo team has scheduler page. Sales uses a deals playbook to provide details AND book time in the context of a deal. Right now they have to leave playbook via hyperlink, schedule in another tab, t Leer más
Make snippets available in the notes section when creating (or editing) a marekting campain task.
This functionality is already available for salespeople to make consistent notes or quickly answer prospects questions. Snippets could benifit Leer más
Does anyone else find that they build a report and either give it a supper long name or constantly click back into edit mode to understand their filters? Or maybe you are building reports for others and need to communicate your settings, what questi Leer más
Say you and a co worker are talking about a contact via e-mail. Your contact is not IN the conversation. How can you attach that conversation to the contact's profile in Hubspot? Is there a way to do that via the e-mail intigration? The old Leer más