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shawnlin
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Shawn Lin

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NatHiggins en Marzo 02, 2021
Create a Follow Up Task when Sending an Email from the Inbox
When you send an email from a Company, Contact, Deal or Ticket record, you have the option to create a follow up task. It would be great if this functionality could also be available when sending an email from within the Inbox.
Responder Idea Conversations Tasks
32 Me gusta
5 Respuestas
shawnlin
Participante
Febrero 23, 2021
Hi Team, Noted there is a "Create A Follow-up Task" checkbox from various UI including email under contact/company profile and notes under contac...Leer más
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DanielK en Julio 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Responder Conversación
21 Me gusta
38 Respuestas
shawnlin
Participante
Septiembre 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...Leer más
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monicaway en Abril 19, 2017
Sorting contacts by Associated Company is not working
On the Contacts page in the CRM, I added the "Associated Company" column but I cannot sort the contacts list using this column. Any ideas?
Responder Conversación
32 Me gusta
31 Respuestas
shawnlin
Participante
Agosto 25, 2020
Hi Pam, I've left message in the post you indicated. Do you have a timeline when that idea will be reviewed?
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DanielK en Julio 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Responder Conversación
21 Me gusta
38 Respuestas
shawnlin
Participante
Septiembre 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...Leer más
Resuelta
DanielK en Julio 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Responder Conversación
21 Me gusta
38 Respuestas
shawnlin
Participante
Septiembre 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...Leer más
Phildexter en May 31, 2017
Sorting list by associated company
for some reason it's not possible to sort the deals and contacts list by associated company. This would be very useful to group the deals/contacts from one company together while scrolling through the list. ...and since only a single compa Leer más
Responder Idea Contacts & Companies Lists
181 Me gusta
53 Respuestas
shawnlin
Participante
Julio 28, 2020
This is very important. We can't figure out why it is not available. Initially we thought maybe its an alien property until today i exported deals a...Leer más
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