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CRichardson
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Member since ‎Feb 1, 2021
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Claire Richardson

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Activity

SMaanju on August 09, 2021
Granular User Permissions for contact and companies
If a contact or is visible to multiple teams or assigned to multiple users, everyone can see the emails exchanged with the contact. Some emails have sensitive information which should not be visible to the other team. On the other hand i can't restr read more
Reply Idea Users & Teams & Permissions
11 upvotes
3 Replies
CRichardson
Member
April 27, 2022
This is causing issues with our Exec staff fully adopting Hubspot as a CRM, they are reluctant to log their emails and integrate into Outlook in case...read more
Cherisse on April 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 read more
Reply Idea Contacts & Companies Workflows
475 upvotes
139 Replies
CRichardson
Member
April 27, 2022
This is exactly what I need right now! To alert our sales team of any issues on the accounts so they are aware, I wanted to automate this process to ...read more
TFacilitator on December 30, 2020
Allow a customer to go down multiple if/then branches in a workflow
In the current process for if/then branches, when a customer tests positive for the specific if/then parameter they are sent down that first branch despite the fact they may test positive for multiple branches. If your intention is to send your read more
Reply Idea Workflows
32 upvotes
14 Replies
CRichardson
Member
March 22, 2022
This is really needed, my current workaround for this is creating seperate workflows for each option just to make sure that contacts can go through m...read more
noah on June 15, 2017
Customize the 5 Sales Templates Seen by Free Users
Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use.
Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates
229 upvotes
93 Replies
CRichardson
Member
October 19, 2021
Really need to be able to select the 5 templates that the free users have access to, we have many templates that our sales seats use but only a handf...read more
PascaleComaty1 on January 26, 2021
Adding company properties to contact based list/view
It would be good to be able to view company properties when we create a contact based list or view. This is particularly important if we want to pull a list of contacts and their associated companies, including any information we would need from the read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
CRichardson
Member
July 26, 2021
I am really missing this function to be able to view some company information on the contacts assigned to team members within the contacts view.
CRichardson on June 09, 2021
Tracking URLs - Adding Snapchat as UTM Source within Paid Social
When using the "Create Tracking URL" function within Campaigns, it doesn't give the option for Snapchat within the UTM Source field when you select "Paid Social" we do campaigns within Snapchat and want to be abe to measure these within the campaign read more
Reply Idea ads Campaign
1 upvote
1 Reply
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