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Radek
Participant | Partenaire solutions Elite
Participant | Partenaire solutions Elite
Membre depuis ‎avr. 29, 2019
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  • Réponses
    2
  • Mentions J'aime ajoutées
    36
  • Mentions J'aime obtenues
    20
  • Idées
    1

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Activité

bfelker le Février 21, 2018
Make Call Outcome required
Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?
Répondre Idée Calling Contacts & Companies
226 Mentions J'aime
103 Réponses
Radek
Participant | Partenaire solutions Elite
Septembre 18, 2023
Hi, Thank you for implementing this functionality. Are you planning to do simillar functionality for Meeting outcomes? It would be very useful....Lire la suite
lleemis le Avril 09, 2019
Overdue Tasks --- Adding Filter "By Due Date"
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
Répondre Idée Sales Reporting Tasks
213 Mentions J'aime
67 Réponses
Radek
Participant | Partenaire solutions Elite
Octobre 14, 2020
It is really hard to deal with overdue tasks right now. We don't have them in any report and team leaders are blind 😞 Please give as some update. ...Lire la suite
Résolues
Radek le Octobre 13, 2020
Last activity date vs comments
Hi, I have the problem to find deals, conntacts, tickets with no activity last time. I was using "Last activity date" parameter but it doesn't include comments. People are often commenting some note/task/email. It should be counted as an acti Lire la suite
Répondre Discussion Reports Sales
0 Mention J'aime
2 Réponses
Radek
Participant | Partenaire solutions Elite
Octobre 13, 2020
I have submitten an idea. I was supposed to post it as an idea from the begining 🙂 https://community.hubspot.com/t5/HubSpot-Ideas/Last-activi...Lire la suite
Radek le Octobre 13, 2020
Last activity date vs comments
Hi, I have the problem to find deals, conntacts, tickets with no activity last time. I was using "Last activity date" parameter but it doesn't include comments. People are often commenting some note/task/email. It should be counted as an acti Lire la suite
Répondre Idée Activity Feed
19 Mentions J'aime
4 Réponses
Résolues
Radek le Octobre 13, 2020
Last activity date vs comments
Hi, I have the problem to find deals, conntacts, tickets with no activity last time. I was using "Last activity date" parameter but it doesn't include comments. People are often commenting some note/task/email. It should be counted as an acti Lire la suite
Répondre Discussion Reports Sales
0 Mention J'aime
2 Réponses
Radek
Participant | Partenaire solutions Elite
Octobre 13, 2020
I have submitten an idea. I was supposed to post it as an idea from the begining 🙂 https://community.hubspot.com/t5/HubSpot-Ideas/Last-activi...Lire la suite
InviseAgency le Novembre 27, 2018
Create Quote templates
Hi! It would be awesome to create som sort of quote templates (ie to save terms and conditions, additional pre-text and language settings).
Répondre Idée Deals
59 Mentions J'aime
22 Réponses
Radek
Participant | Partenaire solutions Elite
Octobre 07, 2020
Does anybody uses this functionality if we cannot edit templates? Please add this functionality as soon as possible
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