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Brucey
Teilnehmer/-in | Diamond Partner
Mitglied seit ‎Jul 5, 2019
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David Leahy

Hey I'm Dave, marketing consultant and founder at Brucey, a specialist B2B Industrial marketing consultancy for manufacturing, engineering and construction businesses.

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Mike-Caliguri on Juli 21, 2022
In the Conversation Inbox, there are set file types that can be attached, even when uploading them. This makes no sense. We are a software company where we send "license files" and customer configurations (think of ini files) to our clients. Most al Beitrag ansehen
1 Likes
1 Antwort
Teilnehmer/-in | Diamond Partner
Dezember 11, 2022
We have this exact same scenario - also with a Software company. @Mike-Caliguri were you able to find any other Ideas Forum posts on this to...Beitrag ansehen
KFrancis18 on Januar 28, 2022
Search function in conversations is not currently very useful for anything other than searching by a known/exact email address. It would be great to improve the functionality to include: Searchability within both conversations AND the internal com Beitrag ansehen
48 Likes
14 Antworten
Teilnehmer/-in | Diamond Partner
Dezember 11, 2022
Agree per original post and some of the comments herein. Additionally, the Filter options on the left side, once you start a Conversation Inbox...Beitrag ansehen
kal06g on Juli 19, 2019
We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at Beitrag ansehen
239 Likes
54 Antworten
Teilnehmer/-in | Diamond Partner
November 09, 2022
Yep, had multiple variations of this request from various clients - on Deals and Tickets too. Long, complex sales cycles. Complex customer fault find...Beitrag ansehen
Herschel on Mai 09, 2019
Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate t Beitrag ansehen
Teilnehmer/-in | Diamond Partner
Oktober 31, 2022
Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...Beitrag ansehen
Herschel on Mai 09, 2019
Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate t Beitrag ansehen
Teilnehmer/-in | Diamond Partner
Oktober 31, 2022
Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...Beitrag ansehen
Herschel on Mai 09, 2019
Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate t Beitrag ansehen
Teilnehmer/-in | Diamond Partner
Oktober 31, 2022
Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...Beitrag ansehen
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