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batkins
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Membre depuis ‎août 29, 2019
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
    87
  • Idées
    3

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Brandon Atkins

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Activité

shabermehl le Avril 10, 2020
Folders and Subfolders
Dear Community & Support, As a new user, I have to admit how put off I am by the lack of organizational options in HubSpot. Campaigns: For starters, there is not a way to organize overall campaigns. I find that HubSpot defines Campaig Lire la suite
Répondre Idée Campaigns
116 Mentions J'aime
31 Réponses
batkins
Participant
Novembre 13, 2023
Agreed for use of (nested) folders for organization! We have email templates and snippets that are used by multiple individuals and teams, and the si...Lire la suite
batkins le Novembre 09, 2022
Manually Setting "Marketing Contact Status" value from Contact Record.
We'd like to be able to manually set an individual marketing contact status property value as "Marketing" or "Non-Marketing" from the individual contact record (ie. without having to go to Contacts > Contacts) - or by means of the other methods i Lire la suite
Répondre Idée Contacts & Companies Marketing Emails Properties
8 Mentions J'aime
3 Réponses
batkins le Juillet 13, 2021
Public reports & dashboards
We have the need to showcase HubSpot reports / dashboards to our clients (and potentially others, who will not be authenticated to HubSpot). It appears current functionality does not allow for this (only sharing with authenticated users) & Lire la suite
Répondre Idée Analytics Tools
10 Mentions J'aime
5 Réponses
fxholl le Avril 29, 2017
Create and share task queues with other users
I created some queues for my tasks to organize the tasks. Sometimes I need to pass a task to someone else to complete. It would be great to have the ability to share queues, so shared tasks in a queue would already appear in the correct queue for Lire la suite
Répondre Idée Tasks
263 Mentions J'aime
110 Réponses
batkins
Participant
Janvier 09, 2020
We need this as well. @sjudson can you please provide an update on an anticipated release date?
batkins le Novembre 11, 2019
Pin Note on Import
I'd like to propose capability of adding a column to an import load file that indicates if a note should be pinned. I import notes with contacts & would like to be able to pin those notes within the system upon import (instead of manually for ea Lire la suite
Répondre Idée Contacts & Companies
69 Mentions J'aime
20 Réponses
margo_northcutt le Mars 08, 2018
Filter Deals by associated Products
Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem Lire la suite
Répondre Idée Deals
244 Mentions J'aime
72 Réponses
batkins
Participant
Octobre 21, 2019
I believe you can just create a report to show the deal-to-product relationship (in a table view). It would be nice to be able to see a deal's relat...Lire la suite
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