CFitzgerald

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Participant | Gold Partner

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solutions
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Replies
2
Upvotes Given
35
Upvotes Received
9
Ideas
1

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Carissa Fitzgerald

Carissa Fitzgerald has experience in startup business development and sales leadership. She manages projects and resources within Maramba Consulting, as well as providing client-direct sales coaching and enablement to support revenue growth strategies. If she’s not busy with the Maramba Consulting team, you can find her singing with the jazz group, Portland Standard Time.

Activity

ksmith87 on August 04, 2021

Disrupt the insurance industry!

Hello, I am here representing independent insurance agents across the country. We are in desperate need of better access to CRMs and service tools like Hubspot, but our big industry-leading CRMs do not connect to Hubspot. My agency uses Vertafore A read more

Reply Idea Integrations

10 upvotes

5 Replies

CFitzgerald

Participant | Gold Partner

September 28, 2023

Hey everyone! Solutions Partner here, looking into the integration between Applied/Epic and HubSpot. It looks like they have an open API, which means...read more

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

66 upvotes

33 Replies

CFitzgerald

Participant | Gold Partner

September 25, 2023

Playbooks 100% need to be mobile accessible. It's hard enough to get a field sales team to adopt a CRM, and this is one of the tools that makes data ...read more

CFitzgerald on August 11, 2023

Rolling Date Range 180

Is there anyway to set up a rolling date range of 180 days? I've got a client whose interested in this specific timeframe, but the options jump from 90 days to 365.

Reply Discussion Professional

0 upvote

2 Replies

CFitzgerald on August 09, 2023

Custom Deal Tag Color

We've got some clients who are very color/branding specific in their processes, and would love the option to apply their brand colors, or any other custom color/color code to the Deal Tag options. The current dropdown selection works as a good read more

Reply Idea Deals

0 upvote

0 Reply

dbrennan444 on July 29, 2019

Google Voice Integration

Use Google Voice phone number while calling or texting prospects and customers to utilize HubSpot functionality to track and make notes/follow up tasks. That would allow me to use one phone for both personal and business use with two different phone read more

Reply Idea Calling

167 upvotes

46 Replies

CFitzgerald

Participant | Gold Partner

February 27, 2023

Upvoting! Google Voice, though not as popular as some other VoIPs, is easy to use within smaller businesses. I'd love to see the ability to integrate...read more

Anonymous on September 22, 2020

set documents owner

Use case: marketing updates & loads documents, but sales should be displayed as the owner Request: make the owner of the files in Documents a dropdown selection that can be updated and centrally managed

Reply Idea Sales Documents

33 upvotes

14 Replies

CFitzgerald

Participant | Gold Partner

February 14, 2023

Please implement this feature, my marketing teams don't want their names prompted on every document viewed.

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