Hi there, I'm currently configuring Breeze AI, I am glad that it has been added to our current subscription because a solution like Clearbit was clearly add value. However, I'm frustrating by the integration with Hubspot. When creating a Targ read more
Hi there, When you identify Target Accounts, it's usually to drive efforts to land those accounts. From the target account view ( https://app.hubspot.com/target-accounts/) we can see the open pipeline, what about the number of associated leads read more
Everything is in the title.. As a manager, I want an overview of all leads being worked by my team. By playing with filters I can do that, but I'd like to save a view of them like I do for contacts.. companies...
Hello, Today, we can only report on meeting organizer. I wish we could add-in other internal users to meetings and report on that as well. Example: A business-developer booking meeting for account executives. I'd like to build a report o read more
Hi there, We are implementing deals in the CRM, and we want to leverage the lead prospecting capabilities that have been released. When the lead is "qualified", a form automatically appears to create a deal. However, I'm amazed to see that read more
After careful research, I know that it is currently not possible to trigger Teams Notifications based on the object "Lead". For instance, I want to notify the owner of an account when a lead on his territory is moving from one stage to another, read more
Today this is not feasible: We deliver leads to sales reps but sometimes we deliver them in batches (after a tradeshow or a webinar for instance) Reps would like from the prospecting workspace to create tasks and them to their tasks queue.
After careful research, I know that it is currently not possible to trigger Teams Notifications based on the object "Lead". For instance, I want to notify the owner of an account when a lead on his territory is moving from one stage to another, read more