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PerrynOlson
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Member since ‎Apr 23, 2021
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Perryn Olson

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Activity

grayson on February 27, 2017
Customizing "log activity" in HubSpot CRM
Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons read more
Reply Idea Contacts & Companies
614 upvotes
251 Replies
PerrynOlson
Member
March 20, 2023
To be fair, HubSpot added numerous new activity types in July 2022. It'd be nice to be able to add custom activities.
PerrynOlson on February 23, 2023
Marketing View/Edit Sequences & Target Account Dashboard
Without a Sales Pro seat, marketers can not view (and therefore edit) Sequences and view the Target Account Dashboard. I understand only Sales Pro users can enroll contacts in a Sequence, however, I wish my marketing team could setup & edit Sequ read more
Reply Idea Sequences
5 upvotes
0 Reply
ddomroski on April 12, 2019
Sequence Testing
It would be great to be able to test a sequence immediately (see the emails and task notifications) instead of having to wait for it process through the timing.
Reply Idea Sequences
229 upvotes
98 Replies
PerrynOlson
Member
September 07, 2022
I'm amazed HubSpot doesn't have this feature yet. I had it back in 2015 when I used SharpSpring.
MJamieson on April 18, 2022
Customise Account Overview
The new Company "Account Overview", would have a lot more potential if we were all able to customize both the assocated card info and the info in the window that opens.
Reply Idea Contacts & Companies Custom Objects
3 upvotes
1 Reply
PerrynOlson
Member
May 10, 2022
My team is trying to utilize the Account Overview page, but finds it needs the ability to add specific fields to make it functional and not require c...read more
PerrynOlson on May 10, 2022
Filter Sales Dashboards for Meeting Types
Recommend adding functionality to filter lead activities (Calls, Emails, & Meetings) by type. We're looking for a report to filter meetings with decision-makers, and I see the need for calls completed versus non-answer.
Reply Idea Dashboards & Reports
0 upvote
1 Reply
grayson on February 27, 2017
Customizing "log activity" in HubSpot CRM
Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons read more
Reply Idea Contacts & Companies
614 upvotes
251 Replies
PerrynOlson
Member
March 20, 2023
To be fair, HubSpot added numerous new activity types in July 2022. It'd be nice to be able to add custom activities.
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