Profil

kkbockin
Participant
Membre depuis ‎juil. 25, 2018
  • Solutions
    0
  • Réponses
    3
  • Mentions J'aime ajoutées
    26
  • Mentions J'aime obtenues
    1
  • Idées
    0

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Kim Bockin

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Activité

cullenwebster le Octobre 11, 2021
Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they su Lire la suite
230 Mentions J'aime
44 Réponses
Participant
Mai 28, 2024
Business Units is an expensive upcharge and was sold to us as a solution that would "keep everything COMPLETELY seperate". This is 1000% not true and...Lire la suite
giuliastradoni le Avril 21, 2022
We should be able to choose if we want to associate only the primary company or all the companies of the contact while creating a new deal via workflow. Please add this option to the create record action in workflows
26 Mentions J'aime
6 Réponses
Participant
Janvier 04, 2023
I would also be interested in helping with beta testing. Deals associating to more than one company messes up my Salesforce integration (in Salesforc...Lire la suite
JTroskie le Mars 30, 2022
It would be really useful to be able to group/categorise subscriptions, for example, if we have partner communications, there are different subscription types relating to that (partner newsletter, product updates etc.), that would fall within the p Lire la suite
38 Mentions J'aime
8 Réponses
Participant
Juillet 19, 2022
This would be immensely useful... especially for Enterprise customers. We have multiple marketing teams working within our portal but yet have to sha...Lire la suite
nathanparis le 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 Lire la suite
918 Mentions J'aime
304 Réponses
Participant
Septembre 02, 2021
Looking for a solution to this for our Salesforce integration. I want to sync notes into the contact activity log in SFDC without creating a task (an...Lire la suite
lujemo le Juin 02, 2020
We need the functionality to display child companies and associated info in the target account overview of a Parent company account. Currently, if we have the parent company as a target account, we can't see any child company information. We Lire la suite
81 Mentions J'aime
35 Réponses
Participant
Mars 24, 2021
Also agree... we have global key accounts and we want to view and there are dozens of child accounts under them. What is the point of this target acc...Lire la suite
platform9mktg le Août 11, 2019
Hubspot enables you to look through deleted contacts and recover them manually, but if you delete a large number (say 100K which we just did) trying to find one or two is difficult. If we could search using emails (i.e., the same way you can se Lire la suite
48 Mentions J'aime
17 Réponses
Participant
Janvier 21, 2021
Extremely necessary!!
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