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RebeccaAM
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Member since ‎Jan 5, 2021
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Rebecca Campbell

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jayh on September 17, 2018
Currently have to download an email's attachments one-by-one inside the CRM. This takes a long time - especially on the support side where there are multiple images or documents attached - and would be much more efficient if all email attachments co read more
78 upvotes
26 Replies
Member
May 19, 2022 10:11
I just had to download 73 attachments. 73. Please fix this Hubspot.
cduffy on January 02, 2020
When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself. Right now they have to look through the contact record to the form submi read more
28 upvotes
12 Replies
Member
May 10, 2022 14:04
Yeah agreed, I was confused to learn this didn't already exist for Playbooks. Personalized tokens are something Hubspot already makes great use acros...read more
Nickdhutchinson on July 30, 2020
It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out. A live dashboard would be even better 🙂 Nick
120 upvotes
38 Replies
Participant
May 13, 2022 12:12
This is a definite need for several applications. 1) sharing information with customers (which could be done with the customer portals too) 2) sha...read more
Rklinghoffer on September 24, 2020
Life would be so much easier if we could schedule workflows to automatically enroll / re-enroll all eligible deals at a specific time (say every Friday at 5PM). Unfortunately, we can't set a date / time as the enrollment trigger. If we want to read more
1 upvote
1 Reply
Member
March 17, 2022 14:22
I realize this was posted a year and a half ago, but this funcitionality exists now. You use the "delay" action after your trigger. Here's a screensh...read more
RebeccaAM on March 17, 2022
I would like to be able to set a workflow to schedule a task the day before and after the date in a specific property. Here's my example: We have a field called "Reinspection Date". I'd like to autmoate a task to get a reminder the day before and a read more
4 upvotes
2 Replies
Member
March 18, 2022 10:48
Yes please
emilyparker1 on April 14, 2020
We've changed our sales process and now have new stages. We didn't want to delete the old stages because it's not best practice and changing the name would have skewed our reporting. It would be great to be able to 'archive' old stages so we can s read more
19 upvotes
4 Replies
Member
March 02, 2022 11:22
This would be really helpful for many of the same reasons already stated. Reporting is definitely the biggest piece for us!
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