Hawk-Steve

Contributeur de premier rang

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solutions
2
Replies
53
Upvotes Given
165
Upvotes Received
257
Ideas
6

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Stephen Kvedaras

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Activity

SMA on March 04, 2021

Copy content from Notes to Task Notes when a follow up task is created

Hi, We have a client who frequently uses Notes and Follow up task. They would like the content of the Notes created to be copied over to Task notes whenever a follow up task is created: As of now it only refers to the Note when read more

Reply Idea Activity Feed Contacts & Companies User Notifications

1 upvote

1 Reply

Hawk-Steve

Contributeur de premier rang

March 16, 2022 05:13

Good idea! +1 from me

netaffinitymaja on June 03, 2021

Option for creating tickets via outlook add-in

It would be great to have a feature like Zendesk does - add in to outlook that allows to create a ticket straight from your own inbox (instead of forwarding the email to shared inbox)

Reply Idea Conversations Tickets

1 upvote

1 Reply

Hawk-Steve

Contributeur de premier rang

March 02, 2022 07:36

+1 Great idea and could now do with this being a feature myself

Hawk-Steve on February 24, 2022

Additional record search info

Context As a business, we manage our deals in different saleshub pipelines Sales pipeline - Where the sales team manage enquiries containing multiple quotes, from Lead to Booking Onboarding pipeline - Where the after-sales team manage individ read more

Reply Idea Deals

1 upvote

0 Reply

plau on June 21, 2019

Add tables to drag and drop email

At the moment it's not possible to insert tables in the drag and drop email editor. Even if we paste table HTML in the source code, it gets stripped away when we save it. Current workarounds include: Add a screenshot of the table instead: read more

Reply Idea Marketing Emails

119 upvotes

39 Replies

LMoraC

Member

May 18, 2022 10:13

This is so much needed, it´s such a basic functionality! Hope you guys work on it soon.. it really affects the user experience

Hawk-Steve on December 09, 2021

Ownership issues

Hey guys! Hopefully not too late in the year to give a little bit of feedback on some aches and pains I really need to get to the bottom of. I've been working on the workaround for so long I forget there should really be an easier way to do things.. read more

Reply Discussion Deal pipeline Deals owner

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

January 07, 2022 06:55

Hi @Hawk-Steve , you've raised a couple of really interesting questions here and I think some of the functionalities you described above woul...read more

Solved

Hawk-Steve on December 09, 2021

Creating a control group using contact ID and format data action

Morning team! I have an interesting one I'd like to ask you guys about today, control groups. Several teams I work with use them to help track the success of campaigns, etc. Usually taking 10% who do not take part in the campaign. Currently, the read more

Reply Discussion Format Data Actions

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 09, 2021 04:04

Hi @Hawk-Steve , Without custom code, that would only leave an integration like Zapier , for example. Send contacts into a Google Sheet, assi...read more

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