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clwydp
Participant | Platinum Partner
Member since ‎Jun 19, 2017
  • solutions
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  • Replies
    3
  • Upvotes Given
    7
  • Upvotes Received
    3
  • Ideas
    2

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Clwyd Probert

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Hcoutinhomason6 on January 05, 2023
Hello Hubspot community! I was wondering if there are any plans to allow users to use ChatGPT to interrogate their CRM data. It would be really helpful to be able to ask ChatGPT questions about our customer data, such as: "What is the a read more
3 upvotes
2 Replies
Participant | Platinum Partner
January 06, 2023
Those are very specific analytics questoins that may not be best suited for ChatGPT. You may find a better use for it in content geneation. We wrote ...read more
clwydp on March 01, 2022
If a user has access to only a small number of contacts because of permission restrictions on them as a user or on their team they can still send emails and perform other actions to the entire data set if they are given permission to use the rel read more
0 upvote
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clwydp on October 27, 2021
A 'relationship management system should manage all relationships. So it should be possible to document the relationships between contacts eg John reports to Susan. Also between companies ie Company X is the auditor of Company Y.
sjunnila on September 02, 2020
When creating company-based lists, it would be extremely helpful to be able to use previous company-based lists as a filter. For contacts, we can do this by using filter type "List memberships" and filter by "contact is member of list" or "conta read more
21 upvotes
7 Replies
Participant | Platinum Partner
April 17, 2021
Also, cross object lists. ie Contacts who are attached to companies in this company list.
PaulDerstine on April 25, 2017
I recently needed to update EVERY form individually to restrict certain email domains on each submission form.  It would have been a HUGE time saver if HubSpot had a global setting to allow me to simultaneously set these restrictions on all read more
232 upvotes
79 Replies
Participant | Platinum Partner
August 08, 2020
This gets our vote as well. With clients having a large number of forms, maintenance of these individual forms is a mess. This should be available to...read more
virginiam on November 09, 2017
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
Participant | Platinum Partner
May 30, 2018
Agree with this. Also, the deal/product reporting needs to support products that have a repeating nature and to take into account the likelihood to c...read more
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