Jon-RevenueOps

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ParkerShort on November 03, 2022

Let's have a board view for lead status!

Hi there, When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when le Beitrag ansehen

Antworten Idee Dashboards & Reports Deals Sales Reporting

8 Likes

5 Antworten

Jon-RevenueOps

Mitwirkender/Mitwirkende | Gold Partner

November 03, 2022

Yes! 100% agree with this. This is especially true for orgs that are focused on lower volume, higer prospect value where you are combining inbound &a...Beitrag ansehen

Jon-RevenueOps on Oktober 25, 2022

"Operational" vs User Workflow

It would be really helpful to have 2 different types of workflows. When you get into larger, more complex portals with a ton of workflows, you realize there are 2 very different types of workflows. Workflow Type One is an operational workflow. Beitrag ansehen

Antworten Idee Workflows

0 Likes

0 Antwort

Shiran on Oktober 17, 2022

Allow admins to turn off notifications for users

At the moment, the default setting on notifications is that users get all notifications. This causes a lot of frustration as all users then get email notifications for unassigned conversations and this can only be turned off on a user level. Beitrag ansehen

Antworten Idee Account Settings

24 Likes

3 Antworten

Jon-RevenueOps

Mitwirkender/Mitwirkende | Gold Partner

Oktober 18, 2022

This would be great, the other aspect of this would be set up notifications by team (and force them on or off).

Jon-RevenueOps on Oktober 14, 2022

More Filtering on CES Surveys

I would like to be able to filter out specific emails, or domains, or filter by properties to manage who CES surveys are sent to. When there is internal collaboration on tickets (via email) internal contacts get added to a ticket. When that t Beitrag ansehen

Antworten Idee Feedback Surveys

24 Likes

3 Antworten

NicoleSengers on Februar 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Beitrag ansehen

Antworten Idee Contacts & Companies Workflows

967 Likes

253 Antworten

Jon-RevenueOps

Mitwirkender/Mitwirkende | Gold Partner

Juni 13, 2022

This would be super helpful! I really need this ASAP.

Jon-RevenueOps on Mai 10, 2022

Preview doesn't include sections below the "About this Object"

I am dealing with an issue where we are using the enterprise custom sidebars on the left-hand side both for team views as well as dependencies (if field has X value, show these additional fields). I am realizing that the preview function only Beitrag ansehen

Antworten Idee Admin CRM Enterprise

5 Likes

0 Antwort

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