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Rachel_HWG
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Membre depuis ‎juin 10, 2020
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Eman051 le Novembre 10, 2021
Enrolling Contacts into a sequence through Deals
Hi! There should be an option to enroll into a sequence from the deals page. There isn't one currently and you have to sort the list by deals. Which takes a bunch of time especially when you want to enroll everyone from those deals into a sequen Lire la suite
Répondre Idée Deals
0 Mention J'aime
1 Réponse
Rachel_HWG
Participant
Mars 14, 2023
Agree. I'd love to be able to enroll an associated contact directly from the deal board.
Résolues
mdrnd le Février 11, 2022
Calculating the time spent on each deal stage
Hi all, Hope all is well for everyone. I have a question regarding calculating the time spent on each deal stage. The problem I have is that most of the times we're moving deal stages all at once for deals preventing me to calculate the actu Lire la suite
Répondre Discussion Reports
0 Mention J'aime
12 Réponses
Rachel_HWG
Participant
Septembre 21, 2022
I'm trying to understand why the default fields do not work before I create all these calculation fields. I am looking for the time spent in one pa...Lire la suite
JonnyT le Juin 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM Lire la suite
Répondre Idée Tickets
183 Mentions J'aime
64 Réponses
Rachel_HWG
Participant
Mai 19, 2022
@CSic I have the Pro plan. Are you able to share a screen shot with that function or a Hubspot resource? I would love to see that functionality a...Lire la suite
Olivia_Englert le Mars 20, 2020
Need the ability to schedule a meeting more than 11 weeks out in advance
When creating meeting links in Hubspot it has the option to pick when a meeting can be scheduled. Currently there is a limit of 11 weeks. Having no limit or a yearly limit would be extremely helpful as we schedule annual and quarterly calls with Lire la suite
Répondre Idée Meetings
147 Mentions J'aime
57 Réponses
Rachel_HWG
Participant
Mai 18, 2022
Still struggling with the 11-week window. Our entire sales process is meeting based and we lose the amazing automation power of Hubspot when we must...Lire la suite
JonnyT le Juin 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM Lire la suite
Répondre Idée Tickets
183 Mentions J'aime
64 Réponses
Rachel_HWG
Participant
Mai 19, 2022
@CSic I have the Pro plan. Are you able to share a screen shot with that function or a Hubspot resource? I would love to see that functionality a...Lire la suite
JonnyT le Juin 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM Lire la suite
Répondre Idée Tickets
183 Mentions J'aime
64 Réponses
Rachel_HWG
Participant
Mai 19, 2022
@CSic I have the Pro plan. Are you able to share a screen shot with that function or a Hubspot resource? I would love to see that functionality a...Lire la suite
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