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Willirob
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond
Membre depuis ‎août 31, 2020
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  • Réponses
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  • Mentions J'aime ajoutées
    21
  • Mentions J'aime obtenues
    49
  • Idées
    3

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Willirob le Janvier 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 Lire la suite
Répondre Idée Sales Documents
6 Mentions J'aime
0 Réponse
bbaker le 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 Lire la suite
Répondre Idée Products and Quotes
10 Mentions J'aime
2 Réponses
Willirob
Participant | Partenaire solutions Diamond
Janvier 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... ...Lire la suite
Willirob le Avril 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 Lire la suite
Répondre Idée Live Chat & Bots
18 Mentions J'aime
2 Réponses
Willirob
Participant | Partenaire solutions Diamond
Janvier 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...Lire la suite
yvonnekloiber le Novembre 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 Lire la suite
Répondre Idée Conversations
84 Mentions J'aime
38 Réponses
Willirob
Participant | Partenaire solutions Diamond
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...Lire la suite
Willirob le Avril 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 Lire la suite
Répondre Idée Live Chat & Bots
18 Mentions J'aime
2 Réponses
Willirob
Participant | Partenaire solutions Diamond
Janvier 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...Lire la suite
StaceyM le Avril 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.
Répondre Idée Account Settings
498 Mentions J'aime
168 Réponses
Willirob
Participant | Partenaire solutions Diamond
Décembre 09, 2022
PLEEEEEEEEEEEEeeeeeeeeeeeeeeeeeeeeeaaaaaaaaaaaaaaaaaaasssssssssssssse! I beg you to do this. For real though.
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