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MSnider
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Member since ‎May 19, 2023
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  • Upvotes Given
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Margaret Snider

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Activity

szaney on July 27, 2017
The plain text template helps, but it still looks like an HTML email, because it has a box around the text. I need an email to look like my sales guy just fired it off. Your own data suggests that plain text gets better results than HTML, so I canno read more
77 upvotes
26 Replies
Member
April 01, 2024
This is critical to our business. It requires us to use alternative software to accomplish plain text and as a result - hubspot is not meeting all o...read more
H1Randerson on December 05, 2023
It would be helpful to be able to add an attachment from the "Create [Object]" record form. Currently, when creating an object record (i.e. a ticket), users must create the object record, go into the new record, and then attach the file. It would st read more
Member
February 29, 2024
Agree - we need to be able to upload an attachment while in the create card!
HelenPantel on March 23, 2023
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on read more
143 upvotes
30 Replies
Member
February 19, 2024
Our use case is that we have sales engineering resources that we need to report how many meetings they attend vs. their own activity/productivity. ...read more
TTomain on June 18, 2021
We should be able to filter our reports by attendees of a meeting. The Attendee field is already in HS, and so are the meetings. Instead of reporting on all 100's/1000's of meeting attendees I would love to be able to filter it to just 5 or so spe read more
59 upvotes
17 Replies
Member
February 19, 2024
Our use case is that we have sales engineering resources that we need to report how many meetings they attend vs. their own activity/productivity. S...read more
MSnider on February 12, 2024
When accessing our sales reps calendars via the "Prospecting" page, I would like to see the details of their meetings vs. just seeing "Busy". Would like to have it open, as a choice, to all; managers; admins - as examples. Prefer to NOT have to le read more
R10 on August 27, 2019
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to read more
116 upvotes
32 Replies
Member
June 07, 2023
High priority - we have a centralized sales operations function that creates the quote and need the option to change from 'sender/creater' to 'deal o...read more
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