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courtneycasey
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Member since ‎Jun 28, 2017
  • solutions
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  • Replies
    2
  • Upvotes Given
    37
  • Upvotes Received
    8
  • Ideas
    1

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Courtney Casey

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Activity

David_Loggins on June 18, 2020
I don't see an option to "Print" any of my emails. Some of my emails are orders that i would prefer to save as a PDF and attach to an order # in my sales system. I prefer this print option to be availabe in the email conversations AND in the tic read more
52 upvotes
19 Replies
Participant
April 11, 2022
Much needed!
Shawn_Flowers on June 26, 2020
There are no associated applications that automate the update of company SIC and NAICS codes. These are essential for business intelligence and customer evaluation. As HubSpot automates a lot of company record property setup, maintaining system pr read more
Participant
April 07, 2021
+1 for this. The current "Industry" field is virtually useless for us. Having SIC or NAICS codes would be much more valuable
courtneycasey on September 14, 2020
It would be really helpful if the "Last engagement" section of the Account Overview included conversations with that company. If a contact calls a sales rep, that seems like the ultimate form of engagement and it should be included in that section. read more
ChereeOmtvedt on November 14, 2018
It would be great if we could add the company name to the task list. Our sales team uses tasks 80-95% of the time, and we run multiple calling campaigns and, follow up on a weekly basis, sometimes with multiple contacts from the same company. read more
68 upvotes
41 Replies
Participant
December 26, 2018
This would be very helpful, expecially when you might be reaching out to multiple contacts at a company, or to double check that you don't already ha...read more
tscott on November 14, 2017
In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show read more
156 upvotes
83 Replies
Participant
November 13, 2018
I agree. Having more choices, specifically COMPANY and INDUSTRY, would be very helpful for our sales reps!
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