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AnjelMarie
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Member since ‎Mar 26, 2020
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Anjel Vaillancourt

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AnjelMarie on June 16, 2022
Bulk Upload Tasks
Hi! It was mentioned previously to be able to upload 'Tasks' when bulk uploading Deals - 100% Agree. However, they should be able to be bulk uploaded like any other property. We come back from tradeshows and like to bulk upload our new leads read more
Reply Idea Imports & Exports
0 upvote
0 Reply
liezelh on July 14, 2020
Please allow tasks to be bulk uploaded when uploading bulk deals.
Sometimes you just want to upload deals and tasks at the same time to know that the newly created deals will get followed up by your team and there is no need to even go into the deal (to then create a task) .
Reply Idea Tasks
3 upvotes
1 Reply
AnjelMarie
Member
June 16, 2022
Hi! ESPECIALLY for Bulk Deals but I would like to be able to do this anytime. We come back from trade shows and this would be helpful for when we...read more
bhalferty on June 22, 2017
Log SMS texts sent to contacts in the CRM
When hitting the text message icon on the HubSpot Ap, it takes you to your texting screen on your phone, which is great. I think it would be very valuable to automatically log that text into the CRM if you hit that icon button on your contact's page read more
Reply Idea Contacts & Companies Mobile Applications
241 upvotes
119 Replies
AnjelMarie
Member
May 17, 2022
I will echo Brad: Two parts: 1) It would be great if one of the "Log Activity" could contain "Log a text message" 2) It would be even better...read more
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1236 upvotes
379 Replies
AnjelMarie
Member
August 04, 2020
Thank you for allowing me to be apart of the beta group for this feature! I feel we need to take this a step further and allow a contact to show up ...read more
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