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Ceridwen1971
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Miembro desde ‎abr 7, 2021
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JAtkinson1 en Febrero 18, 2022
It would be great to have internal forms as an option. Our team is in need of a streamlined approach to tracking quotes. Ideally it would be great to have an internal web form that we fill out and then a workflow creating a record within deals. Sinc Leer más
48 Me gusta
12 Respuestas
Participante
Junio 27, 2022
For ease of use, we have our entry level employees go to a HubSpot landing page and complete a form for call in leads. We are noticing that the IP ad...Leer más
bfelker en Febrero 21, 2018
Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?
227 Me gusta
103 Respuestas
Participante
Junio 27, 2022
Our reps are unable to follow process, so we are in desperate need to have these fields be required. This is preventing us from creating additional a...Leer más
AngelaButler en Enero 14, 2021
We would like to be able (as super admins) to see who created each view under "created by others" in the contact "veiw all filters" section.
93 Me gusta
23 Respuestas
Participante
May 31, 2022
As an admin, it is my responsibility to keep our HubSpot instance as clean as possible. Knowing who created a custom view will aid me in eliminating ...Leer más
mark_poyser en Julio 09, 2020
Hi, Not sure if anyone else has come from Salesforce on here, but from reporting aspect it was very strong, with many options for configuring reports. On the options was 'group by' in reporting. I would say that this is where Hubspot has a weakness Leer más
93 Me gusta
32 Respuestas
Participante
Abril 08, 2022
This is a must for us. We are coming from SalesForce and my Sales Team is pushing back on the implementation because of the lack of being able to add...Leer más
adeels en Enero 07, 2021
Associations sidebar Or the right sidebar in the contacts record should be editable on a team level so a company can edit the positioning of the associated records in companies/contacts etc, for everyone or a selected team. Currently, each user wou Leer más
29 Me gusta
7 Respuestas
Participante
Abril 05, 2022
Need this feature to help our various teams see only the information they need to perform their jobs.
basil en Enero 27, 2020
There is a graph for tasks that are not completed and due, which is great. However, for me as manager and my team leads, it is hard to check if somebody hits his/her task KPI because we cannot show their open and due tasks (we see our ow Leer más
48 Me gusta
7 Respuestas
Participante
Marzo 28, 2022
Our Sales Director reports against task due date currently in SalesForce. We are migrating over to HubSpot and need that ability for their reports to...Leer más
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