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natedame
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Nate Dame

I've helped Atlassian, Skechers, Marketo and many others drive massive SEO growth. Looking for proven SEO? Let’s talk!

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natedame on Fevereiro 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m Leia mais
Responder Idéia Tasks Workflows
303 avaliações positivas
60 Respostas
natedame
Participante
Janeiro 28, 2022
@Ievadd you should be able to edit sequences to customize the name of certain tasks that they create... all depends on how you set it up!
Rangrachel on Junho 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be Leia mais
Responder Idéia Products and Quotes
133 avaliações positivas
64 Respostas
natedame
Participante
Julho 23, 2021
This would be helpful for us as well.
jmadore on Março 11, 2020
Show total price rather than price per recurring interval with quotes
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p Leia mais
Responder Idéia Products & Quotes
96 avaliações positivas
49 Respostas
natedame
Participante
Junho 15, 2021
I agree. I just had another customer ask about this (to see the total more clearly). I had to add it to the "comments" section, a rather funky work a...Leia mais
natedame on Março 04, 2021
Make search for domain smarter
I am often searching our Hubspot by domain name to find out if the company is in our database already or not. If they are not, I may want to add them. I'd assume this is a somewhat common use case, but the experience is clunky. First, the s Leia mais
Responder Idéia Contacts & Companies
0 avaliações positivas
0 Respostas
natedame on Fevereiro 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m Leia mais
Responder Idéia Tasks Workflows
303 avaliações positivas
60 Respostas
natedame
Participante
Janeiro 28, 2022
@Ievadd you should be able to edit sequences to customize the name of certain tasks that they create... all depends on how you set it up!
Solucionado
natedame on Fevereiro 01, 2021
Specify days of the week sequences can send
It's great to be able to send Sequences on weekdays only. But we've found that nobody ever responds to emails on Mondays. Also response rates are up Thursday and typically way up on Friday. Would be far more powerful to specify which days of t Leia mais
Responder Discussão Sales Sequences
3 avaliações positivas
3 Respostas
natedame
Participante
Fevereiro 04, 2021
Whoops! Thanks - here's the same posted to the IDEAS forum instead 🙂 https://community.hubspot.com/t5/HubSpot-Ideas/Specify-days-of-the-week-se...Leia mais
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