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DHeywood
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Member since ‎Jan 20, 2021
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Dave Heywood

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DHeywood on February 21, 2023
Easily create tasks from reports
Across our various teams, we use reports and dashboards to highlight marketing engagement with particular segments. An outcome of that review will be a bunch of tasks for people to compelte e.g get in touch with bill, discuss opportunity for account read more
Reply Idea Tasks
0 upvote
0 Reply
NKretz on January 27, 2021
Add Zapier zap functionality for Sales Tasks
Our team would like to integrate hubspot tasks with Microsoft To Do. While the zapier function exists to zap marketing calendar tasks, it currently does not have a way to zap sales tasks. Would definitely love the opportunity to start using our read more
Reply Idea Integrations
7 upvotes
4 Replies
DHeywood
Member
February 20, 2023
Just to add another context to this, we use sales tasks to identify where there are gaps and request that someone completes. It also helps us keen tr...read more
lhaehle on July 08, 2020
Improve WordPress Plugin to better track "buckets" of pages
The HubSpot WordPress plugin provides web tracking & analytics, but it doesn't accurately segregate our page content into the appropriate buckets. We see blog posts in the "Website Pages" and website pages in the "Blog posts" groupings. [Report read more
Reply Idea Analytics Tools
1 upvote
1 Reply
DHeywood
Member
February 16, 2023
Building on this, being able to build reports and being able to pull in tags/categories would be greatly benficial. We often build tracking dashboard...read more
DHeywood on August 02, 2022
Create automation buttons for contacts, companies or deals
While i know it's possible to select contacts, comapnies and deals and 'enrol in workflow' for the average user, it can feel overcomplicated and quite scary. It would be great if we could create and label workflow buttons that can sit at the top read more
Reply Idea Contacts & Companies Deals Workflows
0 upvote
0 Reply
DHeywood on July 18, 2022
Include open deals on ads manager
The high level view of impressions>clicks>contacts>closed deals is really useful but i often find myself having to then build a seperate report to look at open deals and value sat in the pipeline, escpailly for opportunities that have a lon read more
Reply Idea Ads
0 upvote
0 Reply
finn on May 05, 2020
Allow superadmin to customize RIGHT sidebar in contacts, companies etc
As a superadmin I would like to be able to customize the RIGHT sidebar in contacts, companies and other record types with a right sidebar, just like I can already today customize the left sidebar. As a minimum, I want to be able to show/hide the read more
Reply Idea Contacts & Companies
153 upvotes
47 Replies
DHeywood
Member
January 19, 2022
i would agree. To give you an example, on deals there's the quotes functionality which we'll never use but causes confusion as the last CRM we migrat...read more
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