We have developed an automated scoring and lifecycle progression process, it is reliant on lists and workflows. All it takes is for someone to remove/add or edit in any way, one of the key lists and suddenly the whole process is thrown off course. C read more
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly.
For example, I would only want certain fields to be editable against a contact record if anoth read more
It would be great to be able to add a comment to a note or an email that has been entered earlier. To create a note and comment chain.
I currently use HighRise CRM and one feature I use every day is adding comments to notes or emails in a c read more
In a ticket view, you can add multiple filters using "And" so all of filter condidtions have to be met for a ticket to be displayed. However, we have situations where having an "Or" option would be extremely useful (so any of conditions would allow read more
We are in the process of rolling out our knowledgebase through HubSpot, but we have hit a major snag with our planned implementation. We are able to restrict access to articles based on contact lists, which is great. However, all articles can still read more
We are currently in the process of publishing our knowledgebase and have found that using sub-categories is a great option, but as we are setting things up we want to refine our categories. Unfortunately, it doesn't seem like there is an ability to read more