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Qizzle
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Membro desde ‎set 7, 2020
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Jason Suckling

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Qizzle on Janeiro 11, 2024
Automate generating HubSpot Call summaries by AI
Have the ability to automate call summaries for all outbound calls in HubSpot, rather than requiring the user to click on "Generate Call summary" under the call record.
Responder Idéia Calling
2 avaliações positivas
0 Respostas
Qizzle on Julho 09, 2023
Filter Reporting on Activity by time
For those of us trying to compare user activity output by people who work different amounts of time in a day, reporting by "today" etc., is not sufficient. And seeing as HubSpot already records the timestamp on activity, it would be great if we coul Leia mais
Responder Idéia Analytics Tools Dashboards & Reports Users & Teams & Permissions
0 avaliações positivas
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Solucionado
Qizzle on Abril 12, 2023
How to let customers update their own information
Where you have multiple contacts associated with a company, is there a way you can give a designated contact access to review and update the information you have?? Ideally with a way that you can approve or decline each suggested contact edit.. Leia mais
Responder Discussão Companies CRM
0 avaliações positivas
4 Respostas
Qizzle
Participante
Abril 23, 2023
Thank you. I'd be interested to see the type of workflow that could be set up for approving new information that you mention. However, does your ans...Leia mais
Solucionado
Qizzle on Abril 12, 2023
How to let customers update their own information
Where you have multiple contacts associated with a company, is there a way you can give a designated contact access to review and update the information you have?? Ideally with a way that you can approve or decline each suggested contact edit.. Leia mais
Responder Discussão Companies CRM
0 avaliações positivas
4 Respostas
Qizzle
Participante
Abril 23, 2023
Thank you. I'd be interested to see the type of workflow that could be set up for approving new information that you mention. However, does your ans...Leia mais
krispag on Abril 13, 2020
NEW Created by property
I am finding that records do not have a property that documents which user created the record, only who owns it. This is problematic from a reporting and workflow perspective. I would like to see ALL records across ALL objects include a System prope Leia mais
Responder Idéia Contacts & Companies Sales Reporting
188 avaliações positivas
44 Respostas
Qizzle
Participante
Setembro 27, 2022
Great news. Can we have it so we can search by the front end name rather than user ID? Saves having to save user id somewhere and then referring to t...Leia mais
Qizzle on Agosto 28, 2022
Select what activity associates to a HubSpot deal
If you have ongoing communications with a contact and not all of it is relevant to a particular deal, it's annoying when all that other communication automatically associates itself with the deal. Please can we have a feature to only associate comms Leia mais
Responder Idéia Deals
0 avaliações positivas
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