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ACallcott
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Alex Callcott

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bsmith5791 on März 08, 2019
Print ticket Information directly from the ticket record in HubSpot
Would like to have a printable version of a ticket that includes properties on "About this ticket". Currently the only option is exporting ticket information to a speadsheet to print, but that is not very viewer friendly.
Antworten Idee Tickets
77 Likes
38 Antworten
ACallcott
Teilnehmer/-in
Juni 01, 2022
This would be a great functionality to have, especially for tickets!
crodgers on August 30, 2019
Exporting Snippets
My company is making some changes to our value proposition. Since we use that in just about all forms of communication, I need to go through each and every asset to update them. My sales team uses hundreds of snippets, many of which mention our valu Beitrag ansehen
Antworten Idee Snippets & Templates
137 Likes
35 Antworten
ACallcott
Teilnehmer/-in
März 19, 2022
Totally agree!
FlywheelKinetic on Januar 19, 2019
Set Custom Goals
As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline a Beitrag ansehen
Antworten Idee Deals Sales Reporting
141 Likes
52 Antworten
ACallcott
Teilnehmer/-in
März 09, 2022
Agreed. It would be great if we could add our own goals to track against, for example number of deals closed rather than created. At Enterprise, this...Beitrag ansehen
2365063 on Januar 15, 2021
Deal View Layout by Pipeline or Field selection
Hubspot has been great, but one feature I had in Salesforce that is lacking is the ability to customize the Deal About section per Pipeline. We use Pipelines to separate our lines of business and the About section fields that correspond to each Pipe Beitrag ansehen
Antworten Idee Deals
89 Likes
24 Antworten
ACallcott
Teilnehmer/-in
Januar 20, 2022
This is crucial! It's great that we have the ability to amend cards now in the Kanban view, but the fact that the change applies to all pipelines doe...Beitrag ansehen
JoeMayall on April 14, 2021
Color Code the Deal Boards View
Submitted on behalf of a customer It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance. Other Deal Board customizat Beitrag ansehen
Antworten Idee Deals
263 Likes
92 Antworten
ACallcott
Teilnehmer/-in
Januar 20, 2022
This is a great idea and we'd love to be able to track based on team geography, or deal amount, or estimated close date.
jcj87 on Februar 04, 2020
Merge contacts permissions
AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.
Antworten Idee Contacts CRM Permissions
233 Likes
110 Antworten
ACallcott
Teilnehmer/-in
November 29, 2021
I think this would be a really useful tool to have, because human error can creep into it and because it can't be undone, people just don't realise u...Beitrag ansehen
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