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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
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DLoch
Member
October 18, 2021
Reply to Business Card Scanner - Save Photo of Scanned Card
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
DLoch
Member
August 23, 2021
Reply to Customize the Task types
I would at least need a type of Demo or Consultation completed This should be custom like you have for meeting types.
DLoch
Member
June 04, 2021
Reply to Allow Customization of Preview Panel and Record Right Sidebar
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.
DLoch
Member
April 26, 2021
Reply to Create Quote templates
I agree this is needed.
DLoch
Member
April 23, 2021
Reply to Task Templates for Easy Task Creation
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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