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WorkflowNinja
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Mitglied seit ‎Dez 10, 2020
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ColinC on Dezember 12, 2019
Allow reports to appear on more than one dashboard
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 Beitrag ansehen
Antworten Idee Marketing Reporting Sales Reporting
77 Likes
33 Antworten
WorkflowNinja
Teilnehmer/-in
Mai 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...Beitrag ansehen
AnthonyMuro on April 22, 2020
An option to view more activity from all of a company's contacts directly on that company's page.
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 Beitrag ansehen
Antworten Idee Activity Feed
2 Likes
1 Antwort
WorkflowNinja
Teilnehmer/-in
März 03, 2021
I second this idea @AnthonyMuro !!! Would be really helpful if things like Contact Form Submissions, Marketing Emails, and Sequence Tasks could...Beitrag ansehen
BrianR on September 20, 2018
Pausing a Sequence
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 Beitrag ansehen
Antworten Idee Sequences
172 Likes
103 Antworten
WorkflowNinja
Teilnehmer/-in
Februar 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...Beitrag ansehen
magnus on Februar 07, 2017
Required information fields
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 Beitrag ansehen
Antworten Idee Contacts & Companies
7 Likes
35 Antworten
WorkflowNinja
Teilnehmer/-in
Februar 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...Beitrag ansehen
evfishr on Oktober 11, 2018
Workflow Round Robin - rotate leads evenly & in set order
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 Beitrag ansehen
Antworten Idee Workflows
126 Likes
48 Antworten
WorkflowNinja
Teilnehmer/-in
Januar 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...Beitrag ansehen
ColinC on Dezember 12, 2019
Allow reports to appear on more than one dashboard
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 Beitrag ansehen
Antworten Idee Marketing Reporting Sales Reporting
77 Likes
33 Antworten
WorkflowNinja
Teilnehmer/-in
Mai 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...Beitrag ansehen
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