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DLoch
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Member since ‎Apr 12, 2021
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Daniel Loch

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DLoch on October 18, 2021
Lead Capture at events
Add the ability to add leads quickly at events. When at a booth time is key. You do not want a person filling out a web lead form with all their contact detail instead of listening to the short pitch you need to give them. If we could scan a card read more
Reply Idea Forms
1 upvote
1 Reply
TJ_Price on June 13, 2019
Business Card Scanner - Save Photo of Scanned Card
It would be great for the scanned photo of the card to be saved as a note or something on the contact's record so that one can always look back at the scan to see whether any information was inputted incorrectly or not. Having tried out the s read more
Reply Idea Contacts & Companies Mobile Applications
45 upvotes
34 Replies
DLoch
Member
October 18, 2021
At an event it is to hard to double check the data is read correct so if the picture was saved one of my team back at the office can double check the...read more
Belbel on October 05, 2020
Customize the Task types
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
Reply Idea Tasks
632 upvotes
173 Replies
DLoch
Member
August 23, 2021
I would at least need a type of Demo or Consultation completed This should be custom like you have for meeting types.
cmccabe on March 23, 2020
Allow Customization of Preview Panel and Record Right Sidebar
I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features read more
Reply Idea Account Settings
153 upvotes
66 Replies
DLoch
Member
June 04, 2021
Yes I would like to have the preview sceen controled by me, the admin, so I can add other sections. Not just the about section of each object.
InviseAgency on November 27, 2018
Create Quote templates
Hi! It would be awesome to create som sort of quote templates (ie to save terms and conditions, additional pre-text and language settings).
Reply Idea Deals
59 upvotes
22 Replies
DLoch
Member
April 26, 2021
I agree this is needed.
davharts on May 02, 2017
Task Templates for Easy Task Creation
It would be great to allow for saved task templates in HubSpot CRM. I find myself creating the same tasks often for contacts that I'm manually following up with (ie. not on a sequence). It would be great to have the option of creating templates inst read more
Reply Idea Tasks
141 upvotes
58 Replies
DLoch
Member
April 23, 2021
Just started using Hubspot and my past CRM had task templates built in which saves a lot of time. The examples at the top fit what is needed.
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