Jon-RevenueOps

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

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ParkerShort en Noviembre 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 Leer más

Responder Idea Dashboards & Reports Deals Sales Reporting

17 Me gusta

9 Respuestas

Jon-RevenueOps

Colaborador | Partner nivel Gold

Noviembre 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...Leer más

Jon-RevenueOps en Octubre 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. Leer más

Responder Idea Workflows

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Shiran en Octubre 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. Leer más

Responder Idea Account Settings

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Jon-RevenueOps

Colaborador | Partner nivel Gold

Octubre 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 en Octubre 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 Leer más

Responder Idea Feedback Surveys

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5 Respuestas

NicoleSengers en Febrero 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 Leer más

Responder Idea Contacts & Companies Workflows

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Jon-RevenueOps

Colaborador | Partner nivel Gold

Junio 13, 2022

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

Jon-RevenueOps en May 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 Leer más

Responder Idea Admin CRM Enterprise

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