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michellelewis
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Membre depuis ‎mars 30, 2020
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
    1

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Michelle Lewis

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michellelewis le Mai 02, 2024
Allow Transactional Emails to be associated to a Company and Deal Record
So currently transactional emails only appear in the Contact record. We need the ability to associate them to the company and deal records also so that the sales team (who work from the deal record) has visibility of the transactional email a Lire la suite
Répondre Idée Marketing Emails
3 Mentions J'aime
1 Réponse
TheeRichard le Septembre 16, 2018
Reset default contact and company field order for all users
It would be nice to be able to reset the default property orders for all users under contacts, companies and deals. Some of our people set unique property field orders but we recently made some changes in the fields. Now, we have to update about Lire la suite
Répondre Idée Contacts & Companies
86 Mentions J'aime
40 Réponses
michellelewis
Contributeur
Mars 19, 2024
Just came across this barrier. Four years into our Hubspot instance we need to make some universal updates and asking each and every user to reset is...Lire la suite
Teun le Août 31, 2021
Attachments for transactional emails
We are currently migrating a lot of transactional emails from a different platform to HubSpot. One of those e-mails is a order confirmation. Currently, it is not possible to send an attachment with a transactional email unless you use the SMTP API. Lire la suite
Répondre Idée APIs
48 Mentions J'aime
3 Réponses
michellelewis
Contributeur
Février 15, 2024
When I purchased transactional emails I assumed this would be possible. It seems like an obvious inclusion.
yorame le Avril 06, 2017
Change timestamp of a note in the deal or contact timeline
Great idea for HubSpot: make it possible to change the date that belongs to a note in the timeline. My sales colleagues don't always submit their notes on the day of a certain meeting/event, and by adding them later they don't appear at the right s Lire la suite
Répondre Idée Contacts & Companies Deals
94 Mentions J'aime
48 Réponses
michellelewis
Contributeur
Septembre 28, 2023
Maybe we have to wait for Hubspot AI to agree we need this basic feature 😞
painter le Avril 05, 2022
Lists in Mobile App
Our entire team uses active and static lists extensively to view corporate partners by a number of criteria. We're "on the go" quite a bit and find it cumbersome to have to use a laptop to view lists. We need to be able to view lists via the HubSpot Lire la suite
Répondre Idée Mobile Applications
36 Mentions J'aime
16 Réponses
michellelewis
Contributeur
Juillet 13, 2023
Would have thought this was a no- brainer. Please add lists to the app!
JWaack le Octobre 07, 2022
Bring back Linkedin preview image replacement
In the old social media tool, it was possible to replace the preview image of links with a different image without losing the "linked image" function of a normal preview. In comparison, on Twitter and FB, any image replacement will always end up wit Lire la suite
Répondre Idée Social Media
11 Mentions J'aime
12 Réponses
michellelewis
Contributeur
Avril 17, 2023
It seems this is only working on company page posts and not on individual's posts??
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