We have a range of data (customer fields) that we need to collect against a Deal that reflect our lines (14) and types (4) of business. All in all t...read more
We have an Inbox for Sales Support that receives Tickets from Sales Reps. We need Reps to have completed a range of fields in a Deal before they create a Ticket for Sales Support. Need to block creation of Tickets until there is data in a specifi read more
We already have fields that are needed, but Reps being Reps, they often hit submit without all of the information needed. I can't easily automate as...read more
We have an Inbox for Sales Support that receives Tickets from Sales Reps. We need Reps to have completed a range of fields in a Deal before they create a Ticket for Sales Support. How can I block creation of Tickets until there is data in a specif read more
Can I add some extra ideas here. I'd like some rules like: A rep cannot send a quote with zero items A rep cannot send a quote with negative marg...read more
I'd like to understand how our AI chatbot is functioning. How often does it get used, a measure of quality of response etc. I cannt find this in reporting but I may not be looking in the right place. Any ideas how I would go about this?
Hi HubSpot Insights keeps adding/changing company names with teh legal name e.g. Banana Head Pty Ltd. We want to only have the display name e.g. Banana Head. I'd love to run a workflow that removes specific strings like " Pty Ltd" from a field. read more
Hi Products are close to great but need some enhancements: Products need to have more historic data e.g. the user that last updated it and the last updated date. Yes I can create custom fields but this should be out of the box. Products must be read more
We have an Inbox for Sales Support that receives Tickets from Sales Reps. We need Reps to have completed a range of fields in a Deal before they create a Ticket for Sales Support. Need to block creation of Tickets until there is data in a specifi read more
We have an Inbox for Sales Support that receives Tickets from Sales Reps. We need Reps to have completed a range of fields in a Deal before they create a Ticket for Sales Support. How can I block creation of Tickets until there is data in a specif read more