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mzager
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Member since ‎Jul 18, 2017
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Takis on October 12, 2017
Templates in Messages
Use predefined templates via shortcuts (eg: when I type /who the message appearing will be "Hi, this is *Name*, I'm so happy to meet you. Would you please tell me your name too?" in messages
Reply Idea Conversations
2 upvotes
5 Replies
mzager
Contributor
October 12, 2017
Oo yes to macros. I used to use these all the time when I worked on a customer service web chat team and it was a godsend for productivity.
AJLaPorte_diagr on October 10, 2017
Create a connector for Google DataStudio
You should create a connector for use with Google's DataStudio Application. This would help us create a more robust report for our users and we can leverage the statistics that HubSpot provides. Currently, other services like Databox can connect to read more
Reply Idea Integrations Marketing Reporting
356 upvotes
90 Replies
mzager
Contributor
October 11, 2017
I love this idea. Google Data Studio is something I use regularly for reporting and makes beautiful reports that. I created monthly and quarterly da...read more
AJLaPorte_diagr on October 10, 2017
Create a connector for Google DataStudio
You should create a connector for use with Google's DataStudio Application. This would help us create a more robust report for our users and we can leverage the statistics that HubSpot provides. Currently, other services like Databox can connect to read more
Reply Idea Integrations Marketing Reporting
356 upvotes
90 Replies
mzager
Contributor
October 11, 2017
I love this idea. Google Data Studio is something I use regularly for reporting and makes beautiful reports that. I created monthly and quarterly da...read more
Betty87 on June 05, 2017
Display called phone number on call timeline event
As a member of the Sales Department, it would be great to see which number I just called in the call outcome. We use to search for the companies telephone numbers on the internet and it is very common to find several contacts, however, the majority read more
Reply Idea Calling Contacts & Companies
23 upvotes
15 Replies
mzager
Contributor
July 19, 2017
Agreed with a slight variation. My teams like to use the Team Activity widget on the dashboard to see a history of who they've interacted with in a g...read more
fenstermakera on January 24, 2017
Be able to search notes in CRM (within or across contacts)
Basic CRM functionality missing. Need to do a keyword search.
Reply Idea Contacts & Companies
139 upvotes
62 Replies
mzager
Contributor
July 18, 2017
Being able to not only search Notes and Call Activities, but also being able to extract that data as well. It's really hampering my ability to sell t...read more
wilkins on April 18, 2017
Templates for Notes in CRM
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling read more
Reply Idea Contacts & Companies
79 upvotes
32 Replies
mzager
Contributor
July 18, 2017
I've got a very similar request so I'm piggybacking off of this; in addition to a drop down for customizable text-based templates for Notes , I'm...read more
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