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Kimberly
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Membre depuis ‎déc. 8, 2016
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  • Solutions
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  • Réponses
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  • Mentions J'aime ajoutées
    19
  • Mentions J'aime obtenues
    95
  • Idées
    1

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Activité

HEHmarketing le Octobre 08, 2019
Tickets - Column for Associated Deals
It would be really helpful to have a column for "Associated Deals" in the table view for TICKETS. There is one for Associated Contacts & Companies...don't forget about the Deals.
Répondre Idée Tickets
23 Mentions J'aime
7 Réponses
Kimberly
Participant
Octobre 11, 2019
Yes! All of our tickets are associated with specific deals, and it is really frustrating to not have the option to link them to the deal. I'm not sur...Lire la suite
pallozal le Octobre 23, 2018
Reply All in Conversations
Reply All functionality - currently, we have to manually include the copied recipients.
Répondre Idée Conversations
7 Mentions J'aime
3 Réponses
Kimberly
Participant
Novembre 14, 2018
Yes! This would be so much more functional for us if we could reply all.
veronicatavares le Mars 21, 2017
Upload new Document while personalizing Sequence or Template send
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s Lire la suite
Répondre Idée Sales Documents Sequences
151 Mentions J'aime
65 Réponses
Kimberly
Participant
Novembre 09, 2018
I love this idea! I know that there is the "documents" feature, but it's a bit of a hassle to upload our individual quotes as documents. Would much r...Lire la suite
Kim_GP le Juillet 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Lire la suite
Répondre Idée Deals
334 Mentions J'aime
140 Réponses
Kimberly
Participant
Juillet 16, 2018
Agreed. Customization of close date would be remarkably helfpul.
tholmes le Juin 06, 2017
Birthday/Anniversary Date Picker Customization
Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within th Lire la suite
Répondre Idée Lists Workflows
79 Mentions J'aime
31 Réponses
Kimberly
Participant
Avril 06, 2018
Yes!! My team needs this, as this is something that currently takes a lot of work, and it should easy.
809CharlieTango le Août 30, 2017
Team Mentions (@mention Team)
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process Lire la suite
Répondre Idée
238 Mentions J'aime
92 Réponses
Kimberly
Participant
Mars 19, 2018
Great idea! This would be super helpful.
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