Participant | Platinum Partner
Member since ‎Sep 10, 2017
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Thomas Emmerson

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JSlater on May 11, 2021
Can you please consider allowing for alternative properties to be displayed as the calculated total in the Pipeline/stage "total amount" section. This is defaulted to calculate deal amounts only, however, we would like the option to change this read more
13 Replies
Participant | Platinum Partner
December 06, 2023
Would really like this to be added. Now that HubSpot has expanded the deal value measurements it makes sense for this to trickle down into more
Lucila-Andimol on November 06, 2020
As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to a read more
Participant | Platinum Partner
August 15, 2023
This would be really beneficial. Also wouldn't hurt to have restricted viewing for the provider employee team for some reports.
Thomas_Vanguard on August 08, 2023
First up, we know that partitioned reports are an Enterprise feature. However, for many partner providers to add value we need to harness the power of reports within a client's portal. We also want to protect our IP, which includes creating reports read more
Thomas_Vanguard on July 10, 2023
[Agency perspective] Every time we have a new marketing manager start at a company their first question (when sent a draft blog article to preview) is, "I assume the publish date of January 1st 1970 will change when the blog is published?". read more
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jaynescarman on November 22, 2019
An autoresponder on the conversations inbox would be really helpful. Our customers use an email address to report issues. When an email comes in, our support team manually creates a ticket and that triggers an email to the customer to say we've read more
64 Replies
Participant | Platinum Partner
May 04, 2023
Boosting this as it's proving to be vital for some businesses we work with.
1stClaas on April 23, 2021
With reference to this article: It should be possible to auto-assign new emails by availability of clerks. Assign to the person online. Only if everyone is offlin read more
1 Reply
Participant | Platinum Partner
March 27, 2023
This would be really useful. Another use case is that conversation responses are automatically assigned to the selected conversation owner (either more
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  • Participant | Platinum Partner
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