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tleeth
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Member since ‎Jan 23, 2020
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Todd Leeth

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tleeth on December 13, 2023
The ability to view Activities by Company and Contact whether it is a Sales or CRM activity.
We use HubSpot for both CRM and Sales. This means that interactions are all tracked for us by customer and contact. We would like the ability to assign whether the interaction is CRM or Sales related to Notes, Emails, Calls, Tasks, Meetings. Then be read more
Reply Idea Activity Feed Contacts & Companies
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Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
729 upvotes
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tleeth
Member
January 23, 2020
This is an awesome idea. We use HubSpot for CRM in addition to Sales and are trying to migrate all of our processes in CRM through HubSpot but this ...read more
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