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mpatino
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Member since ‎Jul 22, 2020
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miguel patino

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mpatino on June 01, 2023
Use AI to track activity and log in HubSpot
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
Reply Idea Activity Feed
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mpatino
Participant
November 17, 2022
Reply to Set currency per user or team
Agreed, very important to companies in various countries.
mpatino
Participant
January 13, 2022
Reply to Conditional logic in Properties
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.
mpatino
Participant
August 05, 2021
Reply to Buying Roles as a Deal Property rather than a Contact Property
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
mpatino
Participant
July 04, 2021
Reply to Admin login as other user
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
Restrict access to companies and contacts by Team
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.
Reply Discussion Enterprise
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