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BLE219
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Mitglied seit ‎Apr 5, 2022
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ASAINI9812 on September 11, 2023
Want to make a uni-directional Sync for Deals and companies as we have options on contacts If Salesforce create and update the contacts then we have two option like create the same in Hubspot or "Do nothing". I need the same functionality on Deals Beitrag ansehen
Teilnehmer/-in
Oktober 18, 2024
It would be great if we could change the deals sync setting to "Do Nothing" in Salesforce if a deal is updated in HubSpot. We manage our deals in Sal...Beitrag ansehen
Himation on Juli 01, 2019
It should be possible to bulk edit the associated company property for multiple contacts. At the moment, you need to change this one-by-one, which is unnecessarily tedious.
162 Likes
41 Antworten
Teilnehmer/-in
September 20, 2024
Any updates on this idea? This idea was submitted years ago with 159 upvotes... This would greatly reduce the manual work. We've tried exportin...Beitrag ansehen
clairebrown_ on Juli 16, 2020
In the dashboards, there should be a description area below the report title on each report. It'll help anyone, regardless of team or role, understand the filters applied to and the goal of the report. It'd be cleaner than trying to include a brief Beitrag ansehen
70 Likes
49 Antworten
Teilnehmer/-in
April 13, 2023
I'm surprised this is not a feature yet. This should be a standard for reporting purposes. In addition, the "About" tab of the report is not editable...Beitrag ansehen
AAmento on Januar 09, 2023
In Calendly there is a featured within the meeting set-up that allows the person scheduling the meeting to add "additional guests" and they are automatically invited to the meeting. We have BDRs who like to be invited to the meeting and partner Beitrag ansehen
6 Likes
3 Antworten
Teilnehmer/-in
Januar 18, 2023
Agree! The new feature that allows users to insert proposed times doesn't let them add more guests. Typically, we get more booked meetings when we ...Beitrag ansehen
Gelöst
CAwbrey on Oktober 05, 2022
When you enroll a contact into a Sequence the task it generates do no associate with the company. As a result, you cannot sort by company and are forced to follow up sequences by "task name" which are all mostly the same so there is no reason to so Beitrag ansehen
Teilnehmer/-in
November 30, 2022
"Not ideal" is an understatement. This should be a standard feature and we should not have to "vote" to get this implemented when you clearly have ...Beitrag ansehen
nathanparis on Mai 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f Beitrag ansehen
Teilnehmer/-in
Juli 22, 2022
+1 This is critical and would greatly reduce the number of custom, one-time properties that are created for every event, form, and campaign update. ...Beitrag ansehen
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