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KFairbanks
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Member since ‎Dec 27, 2020
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Kari Fairbanks

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Activity

jcj87 on February 04, 2020
Merge contacts permissions
AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.
Reply Idea Contacts CRM Permissions
183 upvotes
95 Replies
KFairbanks
Member
March 02, 2023
Absolute necessity
TGrabert on December 18, 2020
Playbooks need be accessible on mobile app
We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email read more
Reply Idea Mobile Applications Playbooks
111 upvotes
44 Replies
KFairbanks
Member
January 10, 2023
+1 the benefit of playbooks comes when it's available everywhere. I can't train my team how to work more efficiently using playbooks, and then tell t...read more
Kara on January 18, 2019
Reassigning tasks when ownership changes
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
Reply Idea Tasks
223 upvotes
51 Replies
KFairbanks
Member
March 10, 2021
Agreed; this is a must have!
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