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BCampbell
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Member since ‎Feb 17, 2021
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  • Replies
    1
  • Upvotes Given
    35
  • Upvotes Received
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  • Ideas
    3

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Brent Campbell

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Activity

deepikaverma on September 20, 2022
Live Chat Reporting
Hi Community, It would be great if we can track the contacts created from Live Chat and make a report on them. Although Hubspot is giving a custom report Email Conversion source type, it is not achieving our goal even after selecting live chat as a read more
Reply Idea Dashboards & Reports Sales Reporting
7 upvotes
1 Reply
BCampbell
Participant
September 25, 2023
100%!!!
Solved
RicardoCampos on June 18, 2020
Delete or modify tasks
Hi again! I would like to delete or modify tasks through a workflow, but it only allows to create it. If a important contact or deal property changes, maybe the task lose sense. Did anybody resolve this issue? Thanks!
Reply Discussion Tasks
41 upvotes
14 Replies
BCampbell
Participant
February 16, 2023
+1 on this!
jmt415 on May 19, 2022
Add/remove associations in workflows and/or in bulk in list views
It would be great to: 1.) Have an 'add/remove' association action in a workflow 2.) Be able to add or remove associations in a contact/company list view
Reply Idea
96 upvotes
23 Replies
BCampbell
Participant
November 27, 2022
Yes!!!
BCampbell on October 14, 2022
Forecasting by Units Sold
I would love to have the ability to forecast off of units sold by time period in this tool. We set sales goals off of units sold and not by revenue for some users and would like to have ability added.
Reply Idea Custom Objects
3 upvotes
5 Replies
KPruett on April 29, 2022
Pin views in deal board view
Currently, only views can be pinned if viewing deals as a list. It would be great if the views could carry over when deals are displayed as a board.
Reply Idea Deals
8 upvotes
4 Replies
BCampbell
Participant
September 29, 2022
Yes!!!!
BCampbell on May 24, 2022
Filter option for User Status in Settings
I would like to see a filter option added to filter out deactivated users in the Settings - Users and Teams section. Right now you can only choose All, Pending, Uninvited and Deactivated. I would like to see Active added to this filter.
Reply Idea Users & Teams & Permissions
6 upvotes
5 Replies
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