プロフィール

Ceridwen1971
参加者
コミュニティー参加日: ‎4 7, 2021
  • ベストアンサー数
    0
  • 件の返信
    1
  • いいね!した数
    11
  • いいね!獲得数
    0
  • ご意見・ご提案
    0

自己紹介

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Sheryl Boddie

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アクティビティ

JAtkinson1 2月 18日, 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 続きを読む
48 いいね!
12 コメント
参加者
6月 27日, 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...続きを読む
bfelker 2月 21日, 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 いいね!
103 コメント
参加者
6月 27日, 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...続きを読む
AngelaButler 1月 14日, 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 いいね!
23 コメント
参加者
5月 31日, 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 ...続きを読む
mark_poyser 7月 09日, 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 続きを読む
93 いいね!
32 コメント
参加者
4月 08日, 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...続きを読む
adeels 1月 07日, 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 続きを読む
29 いいね!
7 コメント
参加者
4月 05日, 2022
Need this feature to help our various teams see only the information they need to perform their jobs.
basil 1月 27日, 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 続きを読む
48 いいね!
7 コメント
参加者
3月 28日, 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...続きを読む
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