Jon-RevenueOps

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ParkerShort le Novembre 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 Lire la suite

Répondre Idée Dashboards & Reports Deals Sales Reporting

8 Mentions J'aime

4 Réponses

Jon-RevenueOps

Contributeur | Partenaire solutions Gold

Novembre 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...Lire la suite

Jon-RevenueOps le Octobre 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. Lire la suite

Répondre Idée Workflows

0 Mention J'aime

0 Réponse

Shiran le Octobre 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. Lire la suite

Répondre Idée Account Settings

24 Mentions J'aime

3 Réponses

Jon-RevenueOps

Contributeur | Partenaire solutions Gold

Octobre 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 le Octobre 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 Lire la suite

Répondre Idée Feedback Surveys

24 Mentions J'aime

2 Réponses

NicoleSengers le Février 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 Lire la suite

Répondre Idée Contacts & Companies Workflows

966 Mentions J'aime

253 Réponses

Jon-RevenueOps

Contributeur | Partenaire solutions Gold

Juin 13, 2022

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

Jon-RevenueOps le 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 Lire la suite

Répondre Idée Admin CRM Enterprise

5 Mentions J'aime

0 Réponse

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