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bscheerer
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Member since ‎Apr 25, 2020
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Brad Scheerer

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bscheerer on December 10, 2021
Funnel Report - filter tweak required
Funnel reports are exrtremely useful for my business to get a sense of how deals are flowing through the sales process. It is extremely useful for resource allocation & planning. Report Required: - A deal count - For all deals that have read more
Reply Idea Dashboards & Reports
1 upvote
0 Reply
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
260 upvotes
125 Replies
bscheerer
Member
January 18, 2021
Please integrate the ability to send & receive (as well as log) text (sms) messages as well as socials like whatapp, fb messenger ect from within...read more
Neal on September 05, 2019
Apply line break formatting in to personalisation tokens in email
With personalisation tokens we can inset text into emails based on the relevant contact, company etc data. However at the moment if you have a multi line text field with line breaks and paragraphs, this formatting will show correctly in HubSpot on read more
Reply Idea Marketing Emails
58 upvotes
30 Replies
bscheerer
Member
October 08, 2020
Would be very helpful for my business to be able to use multi-line text fields for lists that can be used in notes, tasks & emails through tokens...read more
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
bscheerer
Member
October 08, 2020
Please add notes to available actions through workflows. This would be hugely benificial for me & my business.
Yazz on October 02, 2017
Private Projects
It would be great to have the ability to create private tasks/projects that no-one on the Team is able to see. I am using HubSpot for all of my to-do lists and some of them I personally wouldn't want shared with the Team. It may only apply to the pe read more
Reply Idea Productivity Tools
56 upvotes
28 Replies
bscheerer
Member
April 25, 2020
Excellent idea - this would be an excellent feature I would utilize
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