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ElectroScan
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Membre depuis ‎oct. 19, 2020
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  • Mentions J'aime obtenues
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  • Idées
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JulB le Juillet 25, 2019
Use "Deal BCC address" to track conversations for specific deals only
In addition to the HubSpot Generic BCC address (.....@bcc.hubspot.com), we would like to have Deal-Specific BCC addresses to be able to track conversations for specific deal-only. We are struggling with finding right conversations in deals record Lire la suite
Répondre Idée Deals
35 Mentions J'aime
18 Réponses
ElectroScan
Participant
Novembre 23, 2020
This is also something we desperately need. We have MANY deals associated with multiple contacts - and tons of logged emails per deal.
Résolues
TT le Mars 20, 2018
How to attach email to a deal?
Hello, We're trying to import email conversations to a deal that was just created. Is there a BCC address that I can send the email conversations to, and assign them to deals? Most of our conversations are emails so this feature is very imp Lire la suite
Répondre Discussion
12 Mentions J'aime
37 Réponses
ElectroScan
Participant
Novembre 23, 2020
We really need this feature! Our whole team uses outlook ...
ElectroScan le Novembre 20, 2020
Ability to create an internal seed list to include on marketing sends without creating contacts
We would like to be able to create an internal list (of employees, not marketable contacts) that can be CC'd on each marketing email. We do not want these to be tracked nor do we want these associated with contacts as they are employees.
Répondre Idée Marketing Emails
84 Mentions J'aime
27 Réponses
ElectroScan le Novembre 13, 2020
View full form submission on contact record
When a contact fills out a form, sales people cannot view the full form submission on the contact record, they have to navigate to the form section then try to find the form submission to see it - we don't have the information in advance to email t Lire la suite
Répondre Idée Contacts & Companies
28 Mentions J'aime
10 Réponses
AndyPitre le Avril 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Lire la suite
Répondre Idée Deals
1386 Mentions J'aime
447 Réponses
ElectroScan
Participant
Novembre 13, 2020
We would love to be able to customize our deal boards - the information currently, while helpful, isn't always the most important thing to see at a g...Lire la suite
Résolues
Ablackwood le Mai 25, 2018
More detail on Deals Board View
Is there a way to add more detail (include more property fields) on the Deals Board View? When in the Detail view, There's a ton of detail but it doesn't sort deals by stage and it's not easy to move them from stage to stage like it is from Board Vi Lire la suite
Répondre Discussion
9 Mentions J'aime
9 Réponses
ElectroScan
Participant
Novembre 12, 2020
We are also looking to customize the view in the deals board.
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