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AFee
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Member since ‎Jan 14, 2021
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Alistair Feest

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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
240 upvotes
110 Replies
AFee
Member
April 11, 2024
Yes please to this. We would like to restrict who can merge any object, especially company, contacts and deals. We have APIs being compromised as me...read more
nicolerohrer on May 15, 2020
Customize the Billing Frequency options when creating a new product
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
Reply Idea Products & Quotes
304 upvotes
153 Replies
AFee
Member
November 03, 2022
Yes. Just come across this as was on Hubspot live chat asking the same question. We wish to quote for "every 4 years". This is likely to be more in m...read more
tobid on July 28, 2022
Click to enlarge images in live chat
The live chat tool is great for myself and the support team, and as part of this, it's often helpful for us to send screenshots or GIFs to our customers so they can see what we mean in real time. Of course, the live chat window is quite small, read more
Reply Idea Live Chat & Bots
6 upvotes
1 Reply
AFee
Member
July 29, 2022
Yes. This would be so helpful to our customers working off of different devices.
str8sports on July 23, 2022
Add playbooks to notes
Hubspot... It would be great to add an option to add a playbook like we have the ability to add a knoweledge base artcile to a note or task within the deals, contact and company profiles. If I need to follow up with a sales reps question.. right read more
Reply Idea Playbooks
11 upvotes
5 Replies
AFee
Member
July 29, 2022
Yes @str8sports I've upvoted! I want to be able to link a playbook to an existing meeting? For example, a prospect/customer will have booked a me...read more
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
677 upvotes
184 Replies
AFee
Member
July 26, 2022
Yes please. An update from Hubspot would be great. It seems ages ago since they said they had a phase release scheduled of this capability then nothin...read more
MathieuBazelair on March 24, 2020
Add filters or tags for conversion Inbox
Currently, chatboxes are filtered by very "simple" filters. The person assigned to the chat, the type of chat, the archives.These are good filters, but it's a bit basic. It should be possible to tag a discussion on a notion of theme in order read more
Reply Idea Conversations Marketing Reporting
76 upvotes
15 Replies
AFee
Member
April 20, 2022
Tagging conversations and then being able to report from this is essentail for a scaling business. Major issue not having this. Get this feature liv...read more
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