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vhorsen
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Miembro desde ‎jul 18, 2019
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Victoria Van Horsen

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JMaylandOlsen en Abril 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Leer más
Responder Idea Sales Reporting
188 Me gusta
54 Respuestas
vhorsen
Participante
Febrero 01, 2023
Having to break apart goals per member just to report on it is absurd and inaccurate! Such a basic function to report against team goals how is this ...Leer más
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vhorsen en Julio 17, 2020
Multiple CSAT Surveys
We currently have CSAT surveys send based on a deal close date. So for example 20 days after their deal close date they receive a survey. They receive a different survey after 6 months. I want to make sure they receive these surveys for EACH dea Leer más
Responder Conversación Survey Setup
3 Me gusta
7 Respuestas
vhorsen
Participante
May 27, 2021
Update: It is not possible to send the same survey to the same person more than once no matter what the trigger criteria is. I used the previou...Leer más
sd_elm en Enero 04, 2019
Auto create ticket for chat conversations
Our organization utilizes the auto create ticket for new email messages to help manage trends and reporting. While there are some canned reports for live chats, it is difficult to gleam WHY clients are chatting. To help rectify that, for now I have Leer más
Responder Idea Conversations Tickets
176 Me gusta
60 Respuestas
vhorsen
Participante
Abril 27, 2021
+1, as we look to using the new service analytics we want to expand to include chat as well. However, we need to be able to track what are the topics...Leer más
1975920 en Enero 11, 2017
Multiple Email signature
Hello, Can you please make it so I can switch my signatures when i email from hubspot? I need to tailor it to fit the different types of people I speak with. That would be very helpful! Thank you!
Responder Idea Connected Email
423 Me gusta
142 Respuestas
vhorsen
Participante
Abril 07, 2021
+1 as this would be super helpful for the different hats we wear. Would love to promote sales links for sales emails and resource links for CSM email...Leer más
Brandonbaker en Septiembre 17, 2018
Multiple Knowledge Bases
The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) Leer más
Responder Idea Knowledge Base
764 Me gusta
214 Respuestas
vhorsen
Participante
Marzo 19, 2021
I give to give a really big +1 to this request. Not only do we need this for sales vs support but our larger issue is we support different products a...Leer más
Jason3 en Octubre 06, 2017
Email reminder default settings
Currently when you create a task the default email reminder is set to on. Personally, I do not need emails sent to me for every task as I am actively logged into HubSpot all day and make many calls etc. My inbox would be bombarded. It would be Leer más
Responder Idea Tasks
83 Me gusta
59 Respuestas
vhorsen
Participante
Septiembre 02, 2020
+1, now with the new daily task digest email having individual emails is really redundant. Frustrating to uncheck that box every time.
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