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BLE219
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clairebrown_ on Julho 16, 2020
Description Field in Reports on Dashboard
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 Leia mais
Responder Idéia Dashboards & Reports
68 avaliações positivas
47 Respostas
BLE219
Participante
Abril 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...Leia mais
AAmento on Janeiro 09, 2023
Meetings - additional guests
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 Leia mais
Responder Idéia Meetings
4 avaliações positivas
1 Respostas
BLE219
Participante
Janeiro 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 ...Leia mais
CAwbrey on Outubro 05, 2022
Sequence tasks do not associate with company record
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 Leia mais
Responder Discussão Companies Sequences
7 avaliações positivas
6 Respostas
BLE219
Participante
Novembro 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 ...Leia mais
Cherisse on Abril 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Leia mais
Responder Idéia Contacts & Companies Workflows
405 avaliações positivas
129 Respostas
BLE219
Participante
Julho 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. ...Leia mais
BLE219 on Maio 06, 2022
Viewing campaigns a contact is member of in HubSpot
Is there a way to view all the campaigns (either HubSpot campaigns or SFDC campaigns) on the contact page? Would love to have a card on the right sidebar similar to the list membership but was told this wasn't possible by HubSpot support. Our sal Leia mais
Responder Discussão Campaigns Workaround
6 avaliações positivas
5 Respostas
BLE219
Participante
Maio 06, 2022
Hi there. If they could see the campaigns that would be better than nothing. I had thought of list and workfllow memberships, but we have many ...Leia mais
BLE219 on Maio 06, 2022
Viewing campaigns a contact is member of in HubSpot
Is there a way to view all the campaigns (either HubSpot campaigns or SFDC campaigns) on the contact page? Would love to have a card on the right sidebar similar to the list membership but was told this wasn't possible by HubSpot support. Our sal Leia mais
Responder Discussão Campaigns Workaround
6 avaliações positivas
5 Respostas
BLE219
Participante
Maio 06, 2022
Hi there. If they could see the campaigns that would be better than nothing. I had thought of list and workfllow memberships, but we have many ...Leia mais
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