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mpatino
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Member since ‎Jul 22, 2020
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  • Replies
    4
  • Upvotes Given
    10
  • Upvotes Received
    104
  • Ideas
    6

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miguel patino

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mpatino on June 01, 2023
I see apps for other CRMs that use AI to track Sales activity including: Emails, Calls, Meetings, Travel, Teams Messages, documents and log them in the a CRM. Can we get an app or addon that would do this accross platforms including Moblie devices? read more
0 upvote
0 Reply
yatishm on November 04, 2019
Hi there I looked around for this and am sure it must be posted somewhere but Im posting here so that I could get a response on the status of this as a feature or if you aware this is quite a useful feature to have. If we can work around this, p read more
62 upvotes
17 Replies
Participant
November 17, 2022
Agreed, very important to companies in various countries.
Solved
sandrine_OP on January 10, 2019
Hi Community Is there a way to create a property that is linked by conditional logic to another property. i.e. I have a list of "general" issue, but I want the support team to be able to select sub issues when they select one of the entries for th read more
234 upvotes
50 Replies
Participant
January 13, 2022
Huge gap. Every other platform I've worked with has this feature. I mean even Siebel had this back in the day. You really need this.
doyleslayton on June 19, 2020
We're excited about the new ABM fuctionality in HubSpot. In reviewing the current setup for Buying Roles, I've noticed this field is listed as a Contact Property. I'd like to suggest making it a cross-object property that you can assign to a Contact read more
49 upvotes
16 Replies
Participant
August 05, 2021
We created a custom objects as a work around that we call 'Referer', 'Champion' Decison Maker' to track the person that refered the the business, th...read more
Mr_E on October 18, 2017
The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver
190 upvotes
84 Replies
Participant
July 04, 2021
I would be happy to work with you to develope this feature. I've been in the CRM space for years and have implemanted and admined: Siebel, Falcon, S...read more
Solved
mpatino on May 24, 2021
We need a way to restric which Companies and Contacts can be see by Team. I need a way to ensure that only a certain team can see some companies.
0 upvote
1 Reply
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