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CCRyan
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Member since ‎Jul 28, 2020
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  • Upvotes Given
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Ryan Nigro

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CCRyan on November 16, 2022
Hi Hubspot team, Today, internally, we keep some sales info in HS, while there are other data points that we keep in various Google Docs and/or Sheets. It would be helpful if we could embed said Google Docs and/or Sheets as part of a custom car read more
1 upvote
3 Replies
Participant
November 22, 2022
Thanks @sejal_parikh ! I hear you loud and clear re: concerns about UX consistency and that using a modal is a potential workaround. To the extent...read more
CCRyan on November 16, 2022
Hi Hubspot team, Today, internally, we keep some sales info in HS, while there are other data points that we keep in various Google Docs and/or Sheets. It would be helpful if we could embed said Google Docs and/or Sheets as part of a custom car read more
1 upvote
3 Replies
Participant
November 22, 2022
Thanks @sejal_parikh ! I hear you loud and clear re: concerns about UX consistency and that using a modal is a potential workaround. To the extent...read more
CCRyan on October 04, 2022
Hi, We just went through an effort to get our sales team to use Hubspot tasks to track follow-ups. We often customize those task subjects + task notes when we create a task. All of that's great until we need complete a task and create a fol read more
0 upvote
0 Reply
nicolerohrer on May 15, 2020
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
195 upvotes
92 Replies
Participant
September 25, 2022
Hey, we often have deals that are cotermed to a date established in a parent agreement. For example, we might have an agreement with a customer's...read more
CCRyan on September 22, 2022
Hey, I've a few suggestions re: account-based marketing usability and efficiency. Is it possible to: On the "Target Accounts" page, have an option to filter "Last Touch" and "Last Engagement" to contacts associated with buying roles? On read more
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