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vanessahunt
Top Contributor | Gold Partner
Member since ‎Jun 23, 2020
  • solutions
    1
  • Replies
    18
  • Upvotes Given
    196
  • Upvotes Received
    219
  • Ideas
    41

Vanessa Hunt

Pleased to meet you! I'm Vanessa, a CRM and marketing consultant based in the UK, but working globally. I'm a Gold Partner, fluent in French and German (and some Italian). I love creativity and tech, so Marketing Automation is an area I specialise in. I support businesses across their full tech stack and business operations - MA, CRM, ERP, PSA, PM solutions and more! I can assist throughout all phases of your technology project including requirements gathering, process design, vendor selection, configuration, data migration and training. Or I can support in a single area where you'd benefit from some short-term expertise. Please contact me via my website or email (see links below) if you have a project you'd like to discuss. || HubSpot Tier: Gold Partner ||

Activity

wesleybranue on January 18, 2023
We see that invoices are being associated to contacts automatically via the HubSpot Xero integration, however we would like to associate invoices with companies and deals also and to have a view of this association in both the invoices and when in a read more
7 upvotes
2 Replies
Top Contributor | Gold Partner
January 27, 2023
This is a great addition. My client creates recurring invoices in Xero and it would be especially useful to have a view of these in HubSpot without n...read more
vanessahunt on January 11, 2023
It's very helpful being able to create Custom Views in an Inbox. However I would like to be able to create Views for my client where a certain phrase or word is included in the Conversation Subject/Title or body. Currently this isn't possible. read more
0 upvote
0 Reply
angara on April 06, 2020
We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r read more
175 upvotes
54 Replies
Top Contributor | Gold Partner
January 07, 2023
I would like to use custom properties on Tasks so that we can track more details about activities and review productivity. For example: Time...read more
vanessahunt on December 20, 2022
When you assign a Task (or several tasks en masse) from one Queue to another, the list of Queues displayed doesn't appear in alphabetical order - it seems a bit random. It would be easier for users if the values were sorted in A-Z ord read more
1 upvote
0 Reply
NicoleSengers on February 21, 2022
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Top Contributor | Gold Partner
December 16, 2022
I'm trying to create a workflow that also checks when the Association Label has changed . For example, I need to clear a date field on a Contact if ...read more
SamanthaA on October 19, 2020
Right now when creating a product report, only line items, or products associated with a deal, show up in the report. It would be ideal to be able to report on all products, including those that are not currently associated with a deal.
Top Contributor | Gold Partner
December 15, 2022
I'm working with a client and we have Products with different Statuses e.g. Not in stock, Available, Discontinued etc. We need to be able to report o...read more
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