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RebeccaAM
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Member since ‎Jan 5, 2021
  • solutions
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  • Replies
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  • Upvotes Given
    18
  • Upvotes Received
    60
  • Ideas
    6

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Rebecca Campbell

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Activity

AWry on December 02, 2022
Having the ability to pin multiple Notes in an Activity Stream in a Company, Deal, Contact., or Ticket would be very beneficial.
4 upvotes
3 Replies
Member
December 29, 2022
Yes! This would be fantastic. I can think of a few different ways our teams could use this.
Kidomu on March 09, 2021
Currently, a due date for a task can be set to a specific date or a set number of days from task creation. Suggestion: allow task due date to be set in relation to a date property on an associated record Example use case: use a deal-bas read more
35 upvotes
14 Replies
Member
October 14, 2022
This would be extremely helpful. We have properties to track when various activities happen. For example, when a client is panning to complete a proj...read more
SimonC on November 18, 2020
When regularly sending an email to the same group of contacts it would be useful to be able to create that group so that you did not have to type each person every time
Member
June 02, 2022
This would be huge and is built in to several other systems. Hubspot is so good at so many things I'm sometimes baffled when simpiler functionalities...read more
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
93 upvotes
31 Replies
Member
May 19, 2022
Hubspot - seems like this should be a priority with so many upvotes and it's been noticed as an issue for almost 4 years.
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
39 upvotes
19 Replies
Member
May 10, 2022
I'm adding my voice to this thread as well. It would make so much sense to have personalization tokens here, specifically for call scripts so our tea...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
151 upvotes
50 Replies
Member
April 08, 2022
Just adding one more voice to this. The ability to share a report without giving access to all our data is crucial. We work with several partners and...read more
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