CWardle

Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

Participant

Membre depuis

Envoyer un message

Solutions
1
Réponses
2
Mentions J'aime ajoutées
29
Mentions J'aime obtenues
11
Idées
5

À propos

Veuillez vous connecter ou créer un compte gratuit pour consulter les profils des utilisateurs.

Amis

La liste d'amis est vide

Caitlyn Douglas

L'utilisateur n'a pas encore rédigé de biographie. Vous pouvez modifier votre profil ici.

Activité

MikeD13 le Mai 04, 2021

Custom Mapping of Fields with Docusign Integration

Rather than limiting the custom field integration to "matched" options, users should be able to map additional fields when creating Custom Fields within the DocuSign integration to allow for more flexibility when pulling in pertinent data to a parti Lire la suite

Répondre Idée Integrations

11 Mentions J'aime

4 Réponses

CWardle

Participant

Mai 17, 2022

Badly needed upgrade to the integration. We supply an application form to our candidates to gain much of their information. In order to capture a...Lire la suite

Andrewyaprs le Septembre 02, 2021

HubSpot - Docusign Integration: Custom Properties mapping to Docusign template

Submitting this idea on behalf of a customer here. At the moment o nly predefined HubSpot fields can be used in DocuSign templates. This includes a range of properties across the objects of contact, company, or deal. It would be re Lire la suite

Répondre Idée Integrations

55 Mentions J'aime

27 Réponses

CWardle

Participant

Mai 17, 2022

Badly needed upgarde to the integration. We supply an application form to our candidates to gain much of their information. In order to capture and ...Lire la suite

CWardle le Mai 11, 2022

"Is unknown" trigger caveat in workflows

I have workflows set up to automatically assign lead sources to our contacts depending on where they come from. With our ads setup though, our Google Ads redirect to our landing page, and so what's happening is that the contact will enrol through th Lire la suite

Répondre Idée Workflows

0 Mention J'aime

0 Réponse

Cherisse le Avril 19, 2021

Adding Notes via Workflows

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Lire la suite

Répondre Idée Contacts & Companies Workflows

567 Mentions J'aime

160 Réponses

CWardle

Participant

Mai 09, 2022

Upvote! Would be extremely helpful, especially if we are able to automate the note to be pinned at the same time. Look forward to seeing this in deve...Lire la suite

Arun_Opto22 le Novembre 29, 2017

Permissions to Edit Sales Dashboard

I think there should be the ability to limit the permission to edit the Sales Dashboard. I've made the dashboard look like I want it to for my sales team...but individual salespeople have the ability to go in and modify it...but it is a "global" vi Lire la suite

Répondre Idée Sales Reporting

27 Mentions J'aime

11 Réponses

CWardle

Participant

Mai 04, 2022

Absolutely agree, I have 6 country dashboards that need to be visible globally but I have to go manually check every week to make sure no team member...Lire la suite

ttopfer le Octobre 09, 2018

Build a Customer Forum

Since Hubspot has this Community Forum, wouldn't it be cool if we could offer this same functionality to our clients? We want to be able to allow our customers to provide ideas and feedback and vote on these and receive comms from us about them - ju Lire la suite

Répondre Idée Website & Landing Page Editor

144 Mentions J'aime

29 Réponses

CWardle

Participant

Mai 04, 2022

This would be a fantastic add-on for our company and especially looking to expand further with our tech across AP / Global without adding more softwa...Lire la suite

Voir les derniers posts

Mes solutions approuvées

Objet

Visites

Envoyé

Re: Custom Funnel Report for the Deal Pipeline

1183

‎oct. 11, 2021 2:22 AM

Sauvegardez le contenu dans vos favoris pour accéder rapidement aux conversations les plus utiles.

Premiers pas

Faisons connaissance ! Pour commencer, parlez-nous plus en détail de vos centres d'intérêt.

Présentations

Entrer en contact avec d'autres membres de la communauté est le meilleur moyen d'en tirer le meilleur parti. Voici quelques personnes que vous pourriez contacter.