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EricaL
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Member since ‎Mar 12, 2020
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Erica L

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Activity

YiRui_Chua on November 03, 2021
Edit contact right side bar within Conversation Inbox
Hey team, Raising this for a customer here. It would be great if we can hide some of HubSpot's default section in the contact right sidebar within the Conversation Inbox (and possibly in contact records too) Currently, we are not able to hide or read more
Reply Idea Conversations
122 upvotes
36 Replies
EricaL
Member
March 31, 2023
Really suprised this is not already customisable. I need to edit the default view to reorder and remove irrelevant items from the Inbox Right Sidebar...read more
hktango on January 11, 2021
Creating tasks from Conversation Inbox
Relaying a much needed feature to be back: In need for the ability to select "create task to follow up in X days" directly in the Conversation Inbox. Currently, this feature is only available in the Contact page and therefore is quite inconvenie read more
Reply Idea Conversations Tasks
127 upvotes
38 Replies
EricaL
Member
March 27, 2023
WHY? Why would you not only not have this, but have it and then remove it???
DanielSterley on September 02, 2022
Inbox Filter - Unanswered conversations
Filtering is great! And for a sales/service rep it is mandatory to have an overview of emails that needs attention first. priorities. Most importantly for us is to answer those who has not yer recieved an answer to our last email/chat. The filter W read more
Reply Idea Contacts & Companies Conversations
10 upvotes
9 Replies
EricaL
Member
March 24, 2023
Further to this, comments are also being treated as messages/replied under the Last message from visitor = True filter condition. So if I have a fi...read more
DanielSterley on September 02, 2022
Inbox Filter - Unanswered conversations
Filtering is great! And for a sales/service rep it is mandatory to have an overview of emails that needs attention first. priorities. Most importantly for us is to answer those who has not yer recieved an answer to our last email/chat. The filter W read more
Reply Idea Contacts & Companies Conversations
10 upvotes
9 Replies
EricaL
Member
March 24, 2023
Further to this, comments are also being treated as messages/replied under the Last message from visitor = True filter condition. So if I have a fi...read more
lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
205 upvotes
71 Replies
EricaL
Member
March 14, 2023
Really need this. It defaults to include company name which is a bit irrelevant to us. We need the customer name.
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