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rachel79
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Member since ‎Sep 23, 2020
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  • Upvotes Given
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  • Upvotes Received
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Rachel Kaulius

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Activity

SHolley on April 26, 2023
Ability to Customize View in Conversations Inbox
Hi there, I would like to suggest that HubSpot add the ability to customize views and other data within the Conversations inbox. My team and I use this inbox to manage incoming leads and the limitations are challenging. For example, we would like t read more
Reply Idea Contacts & Companies Conversations
1 upvote
1 Reply
rachel79
Participant
May 08, 2023
Agreed, in addition would like the ability to create a custom view in the conversation inbox that filters for a specific form. One ...read more
MegM on March 29, 2023
Ability to use custom date properties within custom goals
When creating a custom goal, you are currently only able to measure them with a native Hubspot date property. This makes the custom goals capability entirely unusable for me, as we use many custom date properties in our sales hub. It would be great read more
Reply Idea Analytics Tools
1 upvote
1 Reply
rachel79
Participant
April 13, 2023
In the same vein, our sales team's revenue recognition happens at the deal stage of Written instead of Closed Won, but you aren't able to use this ...read more
rachel79 on February 17, 2023
Transactional + Marketing emails visible in Ticket history
It would be helpful if both transactional and marketing emails were visible in the associated ticket record. We use tickets to track production for customers and have automated (via workflow) communication to individuals on those tickets through to read more
Reply Idea Contacts & Companies Conversations Marketing Emails Tickets
15 upvotes
1 Reply
rachel79 on February 14, 2023
Format tickets created through form submissions in Conversation Inbox tool
It would be really helpful to have the ability to customize ticket properties on the tickets created via form submission when linked to the Conversation Inbox tool. Right now we do that via workflow so that the tickets follow our internal naming co read more
Reply Idea Conversations Forms Tickets
0 upvote
0 Reply
jnormand on February 11, 2021
Notification control over separate conversation inboxes
We have more than one conversation inbox in HS and have different teams handling these support emails. The notification settings around the inboxes don't let you specify which inbox they correspond to, so my team gets notifications for inboxes they read more
Reply Idea Conversations
35 upvotes
6 Replies
rachel79
Participant
February 11, 2023
We also align with the idea that our sales & services members need access to different inboxes, as sometimes they get tagged in comments in order...read more
NGosz on June 17, 2020
Associate a form submissions with the associated company record
At this time, form submissions are only associated with the contact record. It would be helpful for sales reps to be able to view all form submissions that have happened for a company within the company record This would be especially helpfu read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
83 upvotes
23 Replies
rachel79
Participant
February 08, 2023
Absolutely agree, right now a form submission can create a ticket but a form cannot be associated to an existing ticket, similar to the way...read more
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