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ChoAtIron
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Member since ‎Feb 4, 2023
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ChoAtIron on July 20, 2023
When we move the conversation from one inbox to another, the default settings of assigning to is "Any One". It is assigning not based on user availability and assigning randomly. Please change to no one.
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ChoAtIron on July 17, 2023
Hello, I could not find option to add call step in journey reports. Found all the other steps that a sales team might do but not having call step doesn't make sense. Please make adding call step in creating journey report. Thank you.
ChoAtIron on March 09, 2023
Hi all, Since trials are pretty essential to our business, we record trials as custom objects and a life cycle stage as well as deal stages in HubSpot. The thing is when there are different people who participate in the purchasing process. read more
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k8isgreat on June 28, 2017
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more
348 upvotes
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Member
February 07, 2023
+1 to this idea. It is 2023 and still not happening 2017 ideas.
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