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ACallcott
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Membre depuis ‎mars 11, 2021
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Alex Callcott

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bsmith5791 le Mars 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.
Répondre Idée Tickets
71 Mentions J'aime
35 Réponses
ACallcott
Participant
Juin 01, 2022
This would be a great functionality to have, especially for tickets!
crodgers le Août 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 Lire la suite
Répondre Idée Snippets & Templates
126 Mentions J'aime
31 Réponses
ACallcott
Participant
Mars 19, 2022
Totally agree!
FlywheelKinetic le Janvier 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 Lire la suite
Répondre Idée Deals Sales Reporting
140 Mentions J'aime
52 Réponses
ACallcott
Participant
Mars 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...Lire la suite
2365063 le Janvier 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 Lire la suite
Répondre Idée Deals
71 Mentions J'aime
22 Réponses
ACallcott
Participant
Janvier 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...Lire la suite
JoeMayall le Avril 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 Lire la suite
Répondre Idée Deals
253 Mentions J'aime
91 Réponses
ACallcott
Participant
Janvier 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 le Février 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.
Répondre Idée Contacts CRM Permissions
183 Mentions J'aime
95 Réponses
ACallcott
Participant
Novembre 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...Lire la suite
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