annieg241

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davharts on Maio 02, 2017

Task Templates for Easy Task Creation

It would be great to allow for saved task templates in HubSpot CRM. I find myself creating the same tasks often for contacts that I'm manually following up with (ie. not on a sequence). It would be great to have the option of creating templates inst Leia mais

Responder Idéia Tasks

140 avaliações positivas

58 Respostas

annieg241

Colaborador(a)

Abril 12, 2024

Any updates? This would be a huge save in efficiency.

JYeo2 on Janeiro 24, 2024

Filter last contacted property by user

Currently, the last contacted property is set automatically by HubSpot based on the latest date of activities in the record. it would be great if there is a filter we can use to separate and identify which user made the last update, or to filter su Leia mais

Responder Idéia Properties

0 avaliações positivas

1 Respostas

annieg241

Colaborador(a)

Fevereiro 26, 2024

This would be great!

Hal on Junho 25, 2019

Time in Deal Stage

Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!

Responder Idéia Deals

406 avaliações positivas

154 Respostas

annieg241

Colaborador(a)

Fevereiro 21, 2024

Agreed!

annieg241 on Fevereiro 12, 2024

More options in the property conditional logic

Right now, the conditional logic for properties is really limited. I'd love to be able to add "If this property contains any of AND then show this" etc. Right now, it's really limited.

Responder Idéia Properties

1 avaliações positivas

0 Respostas

annieg241 on Fevereiro 12, 2024

Add active lists to marketing campaigns

It's time that we should be able to add active lists to marketing campaigns! Would love to be able to do that.

Responder Idéia Lists Marketing Reporting

0 avaliações positivas

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annieg241 on Fevereiro 12, 2024

Trying to Track Outbound Email Replies

We are using QuickMail to conduct cold email and I am trying to track our positive replies which we track in "Type of Outbound Email Reply" . My thought is to create a contact property that is labeled "QuickMail Campaign". Anytime someone replie Leia mais

Responder Idéia Marketing Emails Sales Reporting

0 avaliações positivas

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