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Takis on Oktober 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
Antworten Idee Conversations
2 Likes
5 Antworten
mzager
Mitwirkender/Mitwirkende
Oktober 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 Oktober 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 Beitrag ansehen
Antworten Idee Integrations Marketing Reporting
356 Likes
90 Antworten
mzager
Mitwirkender/Mitwirkende
Oktober 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...Beitrag ansehen
AJLaPorte_diagr on Oktober 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 Beitrag ansehen
Antworten Idee Integrations Marketing Reporting
356 Likes
90 Antworten
mzager
Mitwirkender/Mitwirkende
Oktober 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...Beitrag ansehen
Betty87 on Juni 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 Beitrag ansehen
Antworten Idee Calling Contacts & Companies
23 Likes
15 Antworten
mzager
Mitwirkender/Mitwirkende
Juli 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...Beitrag ansehen
fenstermakera on Januar 24, 2017
Be able to search notes in CRM (within or across contacts)
Basic CRM functionality missing. Need to do a keyword search.
Antworten Idee Contacts & Companies
138 Likes
62 Antworten
mzager
Mitwirkender/Mitwirkende
Juli 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...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Contacts & Companies
78 Likes
32 Antworten
mzager
Mitwirkender/Mitwirkende
Juli 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...Beitrag ansehen
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