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BDuff
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Mitglied seit ‎Apr 23, 2021
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Bethany Duff

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elycemarie25 on Juni 15, 2023
Ticket Description Field in Overview
Our customer success team works primarily out of tickets and it's really challenging to only be able to partially view the "ticket description" field on the side panel and not as part of the "overview" or "activity" tab to have a full view. Our tic Beitrag ansehen
Antworten Idee Tickets
9 Likes
4 Antworten
BDuff
Teilnehmer/-in
Januar 03, 2024
Same challenge. We are exploring whether we can use a custom workflow to create a Note upon ticket creation to display the description more prominent...Beitrag ansehen
Latchy on Juli 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e Beitrag ansehen
Antworten Idee Connected Email Sales Email Extensions & Add-Ins
222 Likes
94 Antworten
BDuff
Teilnehmer/-in
August 31, 2023
Check with your HubSpot rep. Maybe they need to do something special to give you access.
Latchy on Juli 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e Beitrag ansehen
Antworten Idee Connected Email Sales Email Extensions & Add-Ins
222 Likes
94 Antworten
BDuff
Teilnehmer/-in
August 31, 2023
Check with your HubSpot rep. Maybe they need to do something special to give you access.
Lisanne on Juli 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p Beitrag ansehen
Antworten Idee Deals Workflows
140 Likes
54 Antworten
BDuff
Teilnehmer/-in
November 18, 2022
@MeganLegge any updates on this?
susanmartin2006 on Juli 22, 2020
Custom product properties on Quotes
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar Beitrag ansehen
Antworten Idee Products and Quotes
217 Likes
84 Antworten
BDuff
Teilnehmer/-in
September 09, 2022
@velliott any updates on this? This feature would make our lives 100x easier.
mdrnd on September 23, 2021
Creating a workflow automation to copy multiple company properties to deals
Hi there, I'm trying to create a workflow automation that copies multiple company properties to deal properties. For instance, there is property called Market Segment in both company and deal properties. As soon a deal is created, this workf Beitrag ansehen
Antworten Diskussion Workflows
0 Likes
3 Antworten
BDuff
Teilnehmer/-in
August 22, 2022
@mdrnd did you ever figure this out? I'm having the same issue.
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