Profil

kmoehring
Participant
Membre depuis ‎mai 13, 2020
  • Solutions
    0
  • Réponses
    1
  • Mentions J'aime ajoutées
    11
  • Mentions J'aime obtenues
    7
  • Idées
    1

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Keith Moehring

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Activité

Spitfire33 le Février 10, 2022
It would save our team time and mistakes if the "Create deal" form allowed us to associate deals with our custom objects, alongside the standard company and contact objects shown below.
34 Mentions J'aime
9 Réponses
Participant
Octobre 26, 2022
This is a critical need for one of my clients. If the association doesn't happen when the deal is created, sales reps often forget.
StaceyM le Avril 27, 2017
I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.
498 Mentions J'aime
168 Réponses
Participant
Avril 01, 2022
This is a very important feature to a client. They need it for quarterly forecasting. They are headquartered in Colorado, but some leadership is in C...Lire la suite
Pasqual le Avril 29, 2021
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea Lire la suite
78 Mentions J'aime
36 Réponses
Participant
Août 31, 2021
We need many of the same deals. We were able to clone the deals using a workflow, but cloning the quotes and associating them with the cloned deal wo...Lire la suite
Résolues
Djordje le Septembre 25, 2020
Hi all! We have a form that all our customers fill out to enter our community and seeing as the forms only work with contact properties (boooo!) and I want to see the values in my deal view to save the whole team time and energy. Would there be a Lire la suite
0 Mention J'aime
6 Réponses
Participant
Juillet 29, 2021
This works great for one deal, but what about if a contact is associated with multiple deals and the information you want to copy over changes. For e...Lire la suite
lou_ae le Novembre 10, 2019
Hi there As many may have noticed, big brands are starting to add in the option to view UI in Dark Mode. When we send out an email, our branding currently uses dark text - as most email clients (up until now) have had a light background. If we Lire la suite
379 Mentions J'aime
118 Réponses
Participant
Avril 29, 2021
Considering how different emails look in dark mode, this is a critical tool we need. I also think anyone sending email out of hubspot no matter what ...Lire la suite
Brandonbaker le Septembre 17, 2018
The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) Lire la suite
764 Mentions J'aime
214 Réponses
Participant
Novembre 18, 2020
This is a feature that would be very valuable to us.
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