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Berky
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Member since ‎Nov 12, 2019
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  • Upvotes Given
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  • Upvotes Received
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Activity

mphnyc on June 22, 2017
Default Values for Personalization Tokens in HubSpot Sales
Would be good if the same HS Marketing functionality for a deafult value for something like First Name and Compan Name was available in the HubSpot Sales Template feature. Right now, there is no way to set a default fallback value for tokens.
Reply Idea Snippets & Templates
88 upvotes
29 Replies
Berky
Contributor
October 14, 2020
+1 for me too! I love HubSpot, but this is another example of a basic feature that should be there but is being ignored in favor of big, high-end en...read more
ckennedy on June 02, 2017
Clone branches within a workflow
It would be great if there was a way to clone an if/then branch within a workflow, especially with multiple "if" criteria. For example, if I'm setting up branches with the same SF campaign IDs but different interactions with an email, (bounce, open, read more
Reply Idea Workflows
162 upvotes
47 Replies
Berky
Contributor
September 22, 2020
I have the same need to clone the ENTIRE if/then branch in a worklow. I'm aware you can clone branch steps within a branch but this is different. ...read more
virginiam on November 09, 2017
Better reporting for Products
I am very happy that the new "Products" feature was added under deals. I think this gives the opportunity to create very good reports on sales by products. However, I would like the opportunity to create custom reports using the products. I wo read more
Reply Idea Products & Quotes Sales Reporting
144 upvotes
45 Replies
Berky
Contributor
July 01, 2020
@edjusten , where are we at with product reporting? This thread looks like it's been going on for years. Has there been any progress from HubSpot?...read more
LizO on August 02, 2018
Bring back tracking recent pages visited in the Prospects tool
In the prospects sales tool, see recent activities in the report. This would be information like pages views at the company level. Example: An employee of a company visit your site but doesn't complete a form. This is a tool we used that vani read more
Reply Idea Prospects
145 upvotes
43 Replies
Berky
Contributor
May 18, 2020
Thanks, that's good news, @ethankopit . Are you saying there will be a view of the actual pages viewed by anonymous visitors in the Prospects Tool ...read more
LizO on August 02, 2018
Bring back tracking recent pages visited in the Prospects tool
In the prospects sales tool, see recent activities in the report. This would be information like pages views at the company level. Example: An employee of a company visit your site but doesn't complete a form. This is a tool we used that vani read more
Reply Idea Prospects
145 upvotes
43 Replies
Berky
Contributor
May 18, 2020
Thanks, that's good news, @ethankopit . Are you saying there will be a view of the actual pages viewed by anonymous visitors in the Prospects Tool ...read more
LizO on August 02, 2018
Bring back tracking recent pages visited in the Prospects tool
In the prospects sales tool, see recent activities in the report. This would be information like pages views at the company level. Example: An employee of a company visit your site but doesn't complete a form. This is a tool we used that vani read more
Reply Idea Prospects
145 upvotes
43 Replies
Berky
Contributor
May 18, 2020
Thanks, that's good news, @ethankopit . Are you saying there will be a view of the actual pages viewed by anonymous visitors in the Prospects Tool ...read more
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