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Willirob
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner
Mitglied seit ‎Aug 31, 2020
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Robert Williams

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Willirob on Januar 24, 2024
Notification for Creator of Quote
The problem: only the deal owner (who also owns all quotes associated to the deal) get notifications when a quote is signed. The user who created the quote, does not. Use case: SDRs. They will often create the quote even if they don't "own" t Beitrag ansehen
Antworten Idee Sales Documents
6 Likes
0 Antwort
bbaker on Mai 13, 2021
Quote Signed Date????
Hey all, working to streamline our sales cycle and create some more intentional workflows for our customer care team using the HubSpot Quoting tool. As we're working to keep track of the growing number of quotes being sent and approved by our grow Beitrag ansehen
Antworten Idee Products and Quotes
10 Likes
2 Antworten
Willirob
Teilnehmer/-in | Diamond Partner
Januar 19, 2024
for reeeeeeeeal. Having a quote signed date next to signature in the quote would be super helpful as well. It's present if you download the quote... ...Beitrag ansehen
Willirob on April 13, 2023
Create Contact from Chat Without Email Capture
The goal: to create a contact in HubSpot without capturing an email address. Similar existing feature: HubSpot does give the ability to not require an email address when creating a HubSpot form. I'm imagining a similar feature to toggle on or Beitrag ansehen
Antworten Idee Live Chat & Bots
18 Likes
2 Antworten
Willirob
Teilnehmer/-in | Diamond Partner
Januar 11, 2024
@JGarbett I'm talking about when they interact with the bot first. It won't create a contact in the system until it gets an email. A person certain...Beitrag ansehen
yvonnekloiber on November 23, 2018
Alias for Live Chat
I wish there the opportunity to show a different name in the live chat profile than the user name. For privacy reasons I don't want every website visitor to see my full name and would prefer using an alias or to show only the first name. This is Beitrag ansehen
Antworten Idee Conversations
84 Likes
38 Antworten
Willirob
Teilnehmer/-in | Diamond Partner
Mai 11, 2023
Though this is possible to do for a live agent chatflow, it is not possible to do if you're first using a bot then transfer to a live agent. Upon tra...Beitrag ansehen
Willirob on April 13, 2023
Create Contact from Chat Without Email Capture
The goal: to create a contact in HubSpot without capturing an email address. Similar existing feature: HubSpot does give the ability to not require an email address when creating a HubSpot form. I'm imagining a similar feature to toggle on or Beitrag ansehen
Antworten Idee Live Chat & Bots
18 Likes
2 Antworten
Willirob
Teilnehmer/-in | Diamond Partner
Januar 11, 2024
@JGarbett I'm talking about when they interact with the bot first. It won't create a contact in the system until it gets an email. A person certain...Beitrag ansehen
StaceyM on April 27, 2017
User specific time zones
I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.
Antworten Idee Account Settings
498 Likes
168 Antworten
Willirob
Teilnehmer/-in | Diamond Partner
Dezember 09, 2022
PLEEEEEEEEEEEEeeeeeeeeeeeeeeeeeeeeeaaaaaaaaaaaaaaaaaaasssssssssssssse! I beg you to do this. For real though.
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