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jonobers
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Membre depuis ‎juin 23, 2020
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  • Mentions J'aime obtenues
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Jon Obers

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Activité

jonobers le Mai 23, 2023
Automate System Driven Meetings with Prepopulated Meeting Type
Our current problem is that we have loads of meetings with blank meeting types and it is incredibly manual to go back and populate each meeting with a meeting type. If we are using native HubSpot features to generate meetings it would be preferr Lire la suite
Répondre Idée Activity Feed Meetings Sales Reporting
4 Mentions J'aime
0 Réponse
jonobers le Mai 19, 2023
Geo Map Report Visualization
We have Company address and Industry information, but if we want to easily plot this information on a Geographic map, I have to export this data from HubSpot and put it into PowerBi. It would be great if a new report visualization could be created Lire la suite
Répondre Idée Dashboards & Reports
39 Mentions J'aime
7 Réponses
charliepinker le Septembre 26, 2018
Link to individual activities in timeline
It would be really helpful to be able to link to specific activities in the timeline of a company or contact. For example, linking to a specific note or logged call. This will allow our team to share call notes with others by sending them a link, ra Lire la suite
Répondre Idée Contacts & Companies
53 Mentions J'aime
32 Réponses
jonobers
Membre
Septembre 21, 2022
The ability to copy the link is indeed listed under the action drop down of the individual activity. However, someone still has to go to the contact...Lire la suite
jonobers le Mars 08, 2022
CPQ Unit Price and Price Discount Controls
It would be useful to be able to set-up Line Items in which the Unit Price CANNOT be changed by an end user. The only way it should be possible to lower the Unit Price is by entering a % or $ discount. This properly records any and all dicounts an Lire la suite
Répondre Idée Products and Quotes
3 Mentions J'aime
1 Réponse
jonobers le Novembre 02, 2021
LinkedIn Navigator Integration need to be built out more
Contacts in HubSpot that match with LinkedIn Navigator can be leveraged to better maintain contact data quality. This connection gives companies using HubSpot and LinkedIn Navigator the ability view contacts that have received a promotion or job ch Lire la suite
Répondre Idée Integrations
4 Mentions J'aime
0 Réponse
charliepinker le Septembre 26, 2018
Link to individual activities in timeline
It would be really helpful to be able to link to specific activities in the timeline of a company or contact. For example, linking to a specific note or logged call. This will allow our team to share call notes with others by sending them a link, ra Lire la suite
Répondre Idée Contacts & Companies
53 Mentions J'aime
32 Réponses
jonobers
Membre
Septembre 21, 2022
The ability to copy the link is indeed listed under the action drop down of the individual activity. However, someone still has to go to the contact...Lire la suite
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