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nlandeene
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Membre depuis ‎oct. 16, 2019
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Niklas Landeene

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nlandeene le Janvier 26, 2024
Sequences: Automated Email Send Window - Additional Parameters
Currently, sequences have two options for when they will send automated emails: 1) Execute steps on business days only 2) Automated email send window (HH:MM -> HH:MM). It would be helpful to break down that send window by the day to make it m Lire la suite
Répondre Discussion Sequences
0 Mention J'aime
1 Réponse
nlandeene le Juillet 29, 2022
Enable Bulk Editing of Tasks Based on Criteria
It would be very beneficial if we had the ability to edit tasks in bulk based on a series of criteria. This could be in a workflow or through the task section if additional criteria filters were available. Here's two of our scenarios where this Lire la suite
Répondre Idée Tasks
4 Mentions J'aime
1 Réponse
nlandeene le Novembre 24, 2021
View Activity History
It would be helpful to be able to view specific activity history (i.e. Meetings, Calls, etc.) so you could grab the dates a specific activity occurred. We have been creating several date stamp properties lately and are unable to populate their hist Lire la suite
Répondre Idée Activity Feed Dashboards & Reports Meetings Properties Workflows
0 Mention J'aime
0 Réponse
NGosz le Juin 17, 2020
Associate a form submissions with the associated company record
At this time, form submissions are only associated with the contact record. It would be helpful for sales reps to be able to view all form submissions that have happened for a company within the company record This would be especially helpfu Lire la suite
Répondre Idée CRM Objects (Contacts & Companies & Deals & Tickets)
120 Mentions J'aime
29 Réponses
nlandeene
Participant
Février 10, 2021
This would also be useful to publish the form submissions to the deal record as well! Our sales and account management teams work out of deals first ...Lire la suite
maggiebutler le Février 09, 2021
[Register Now] RevOps Meetup: Building a Strategic Mindset
Are you an Ops professional looking for a way to unlock predictable revenue growth? Well, then this meetup is for you! You may already have defined marketing, sales, and customer delight (service) processes in place. But, if yours Lire la suite
Répondre Discussion event
1 Mention J'aime
2 Réponses
nlandeene
Participant
Février 10, 2021
Thank you!
RyanBarbour le Avril 27, 2017
Add ability to sort summary view in reports
When using a summary report, would be great to have some sorting options so you could sort by biggest/smallest value or sort by alphabetical order.
Répondre Idée Marketing Reporting Sales Reporting
38 Mentions J'aime
17 Réponses
nlandeene
Participant
Février 02, 2021
Love this idea! Doesn't seem like too big of an ask and would have a HUGE impact on HubSpot's reporting capabilities. With this, we can make them far...Lire la suite
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