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susanna1
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Member since ‎Feb 19, 2020
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Susanna Bogardus

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Activity

davharts on May 02, 2017
Task Templates for Easy Task Creation
It would be great to allow for saved task templates in HubSpot CRM. I find myself creating the same tasks often for contacts that I'm manually following up with (ie. not on a sequence). It would be great to have the option of creating templates inst read more
Reply Idea Tasks
141 upvotes
58 Replies
susanna1
Member
March 03, 2021
Agreed! A success team will need different property information than the support or sales team, so if we can create templates under a task queue, tha...read more
jthng on July 14, 2017
Individual custom availability for team Meetings links for international teams
The team calendar should allow every member to customized their available time slots. In another words have the option for default availbility to overwrite customized availbility. This is because if i am looking to implement a 24 hours meetin read more
Reply Idea Meetings
210 upvotes
81 Replies
susanna1
Member
December 10, 2020
I agree! We have sales team members in different time zones, and we want to round robin their sales meetings with new leads, but make sure that they ...read more
Coupland on November 19, 2019
Meeting Links to include multiple external attendees
We currently use the Team/Group option for allowing our prospects to schedule sales demos with multiple internal employees. Often there is an external party (not an employee or HubSpot user) we would like to include in the meeting or our prospects w read more
Reply Idea Meetings
211 upvotes
104 Replies
susanna1
Member
November 10, 2020
We lead group demos, as well as training "classes" for new customers. We offer them once a day, every day and multiple leads/customers sign up to att...read more
umbck on January 10, 2019
Sending Sequences from a shared inbox
My team and I would like to be able to send email sequences to perspective clients from our shared email to keep everything in one place and have everything easily accessbile.
Reply Idea Conversations Sales Reporting
203 upvotes
86 Replies
susanna1
Member
February 19, 2020
Our team works out of a shared inbox, having sequences be a part of this would help!
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