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sockclub_custom
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Membro desde ‎set 21, 2018
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Chloe Ayres

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fsta on Fevereiro 16, 2017
CRM Deal Import - Automatically Associate with Contacts
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability Leia mais
Responder Idéia Contacts & Companies Deals
128 avaliações positivas
74 Respostas
sockclub_custom
Participante
Setembro 25, 2018
We would love to beta test this!!! Please let us!!
lrn24 on Janeiro 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Responder Idéia Tasks
409 avaliações positivas
176 Respostas
sockclub_custom
Participante
Setembro 25, 2018
We would love this! Our sales cycle is very short, so 3 days is even too much for us! Hubspot is great for automation, so I want to make sure that w...Leia mais
Solucionado
tomer on Julho 24, 2017
Saving an email draft in Hubspot CRM
Hello, I integrated Hubspot with Gmail and was looking for a way to save an email draft before sending it. Sometimes it might take a while to compose the email (as it contains technical information that is gathered for a few days). Therefore, we Leia mais
Responder Discussão
79 avaliações positivas
26 Respostas
sockclub_custom
Participante
Setembro 25, 2018
Hi, @Phil_Vallender ! I echo @tomer 's feeling about wanting to just work out of one window. I understand that there is a work-around, but I wouldn...Leia mais
Solucionado
tomer on Julho 24, 2017
Saving an email draft in Hubspot CRM
Hello, I integrated Hubspot with Gmail and was looking for a way to save an email draft before sending it. Sometimes it might take a while to compose the email (as it contains technical information that is gathered for a few days). Therefore, we Leia mais
Responder Discussão
79 avaliações positivas
26 Respostas
sockclub_custom
Participante
Setembro 25, 2018
Hi, @Phil_Vallender ! I echo @tomer 's feeling about wanting to just work out of one window. I understand that there is a work-around, but I wouldn...Leia mais
stacey926 on Julho 19, 2017
Allow workflow re-enrollment for deal properties
Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly Leia mais
Responder Idéia Workflows
61 avaliações positivas
13 Respostas
sockclub_custom
Participante
Setembro 25, 2018
This is so needed! We are working with contacts that have multiple deals going at a time, so automatic triggers based on contact activity are tricky....Leia mais
AndyPitre on Abril 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Leia mais
Responder Idéia Deals
1396 avaliações positivas
448 Respostas
sockclub_custom
Participante
Setembro 25, 2018
I would love this! My top features would include: 1. Are there any tasks assigned to that deal? 2. Is the deal a rush/priority? Could possibly be i...Leia mais
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