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Jricci11
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Member since ‎Feb 17, 2020
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  • Upvotes Given
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  • Upvotes Received
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Joey Ricci

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Activity

Chris_from_So1 on October 13, 2017
Add file attachments to marketing mails
Currently only link attachments from the Hubspot data base are supported for marketing mails. Sometimes it would be more appropriate to sent the content already with the mail such that users can access all mail after mail sync without being online. read more
Reply Idea Marketing Emails
453 upvotes
147 Replies
Jricci11
Member
May 05, 2021
+1 - truly it's a bit frustrating that when HubSpot sends me an invoice, they send an email with the invoice attached, but we aren't able to do the s...read more
AlliePerry on August 07, 2020
Sales Email Templates bulk edit
We have hundreds and hundreds of email templates created by sales reps. I want to bulk edit all of theirs to change sharing from everyone to private. As marketing, we need to be able to control visibility to just approved templates and right now I h read more
Reply Idea Conversations
24 upvotes
11 Replies
Jricci11
Member
April 12, 2021
I second this - the ability to bulk edit templates would be extremely helpful.
Jricci11 on February 03, 2021
Disable ability for certain roles to own contacts/companies
We have a business model where it is helpful for us to remove the ability for support representatives to own companies/contacts. It would be helpful to be able to disable that functionality for certain Hubspot user roles so that some of the helpful read more
Reply Idea Users & Teams & Permissions
1 upvote
0 Reply
elizabee on March 27, 2020
Filtering in Conversation Inbox
I would like more rich filter options in the conversation inbox. Currently, only very simplistic filtering options are available and you cannot save your filters. I would like to use filters for analytics and to make sure that our processes are read more
Reply Idea Conversations
101 upvotes
38 Replies
Jricci11
Member
January 25, 2021
+ 1 - filtering on subject line or body copy would be amazing.
danslb on March 05, 2020
Ability to exclude recipients form CES Survey
There is currently no way to exclude specific contacts from the getting a CES. This functionality should be added. We have some customers that have specifically requested not to get the survey anymore, and there is no way to do this if we open a read more
Reply Idea Feedback Surveys
85 upvotes
23 Replies
Jricci11
Member
January 22, 2021
+ 1 This would be incredibly helpful.
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
Reply Idea Account Settings
223 upvotes
118 Replies
Jricci11
Member
December 09, 2020
Voting on this feature - granting specific permissions by pipeline is crucial if you are to maximize your use of the platform. Disappointing that thi...read more
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