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WorkflowNinja
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Member since ‎Dec 10, 2020
  • solutions
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  • Replies
    3
  • Upvotes Given
    11
  • Upvotes Received
    19
  • Ideas
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Kyle Kuehn

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Activity

ColinC on December 11, 2019
Is there a good reason why reports can only appear on one dashboard? We'd love to see the ability to share a report across multiple dashboards so that we can create and manage a single report that many users can use on their own dashboards; at t read more
Participant
May 04, 2021
@SMiller4 We create a dashboard with about 10-20 reports... but filtered the dashboard to only show the current users info. That way all of our re...read more
AnthonyMuro on April 22, 2020
For instance, an option to be able to see Mailchimp activity/any marketing emails sent to contacts straight from their company's page. Just like how 1:1 emails and notes can sync between contact/company pages, this would simply expand upon the infor read more
1 upvote
1 Reply
Participant
March 03, 2021
I second this idea @AnthonyMuro !!! Would be really helpful if things like Contact Form Submissions, Marketing Emails, and Sequence Tasks could...read more
BrianR on September 20, 2018
I think it would be good to be able to pause a sequence. Sometimes you put a prospect on a sequence and things happen... illness, weather (hurricanes) and there is no sense continuing sending them emails and making calls when you know they aren't go read more
170 upvotes
102 Replies
Participant
February 19, 2021
Awesome addition. Would love the ability to have sequences PAUSE instead of UNENROLL. Scenario: Many times our team will get a low level response...read more
magnus on February 07, 2017
In most sales organizations I have worked for, they have required that a set of information is required before being able to save the customer in their CRM. As of now, HubSpot does not support this (according to themselves). My suggestion is that th read more
6 upvotes
34 Replies
Participant
February 09, 2021
When creating deals, I LOVE that I can require my reps to fill out specific fields. However... most of the data we collect lives on the COMPANY lev...read more
evfishr on October 11, 2018
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot read more
117 upvotes
45 Replies
Participant
January 12, 2021
Some great Ideas and Feedback here. So am I understanding the current behavior correctly: The Auto Assign Round Robin workflow will distribute le...read more
ColinC on December 11, 2019
Is there a good reason why reports can only appear on one dashboard? We'd love to see the ability to share a report across multiple dashboards so that we can create and manage a single report that many users can use on their own dashboards; at t read more
Participant
May 04, 2021
@SMiller4 We create a dashboard with about 10-20 reports... but filtered the dashboard to only show the current users info. That way all of our re...read more
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