We are currently working on a resegmentation project for our Customer Success Team. When moving accounts from one CSM to another, I need to ensure th...read more
Our team would really benefit from this as well, it's a huge pain point at the moment. Use case: I am trying to create an email template to dis...read more
We need the same solution as well. We have a shared inbox for our pooled cohort of customers that needs to be distributed fairly between the team whe...read more
+1 - we desperately need this as we are scaling, as we are currently unable to report on any common themes to help with our design of self service. ...read more
+1 - we desperately need this as we are scaling, as we are currently unable to report on any common themes to help with our design of self service. ...read more
It is extremely frustrating to have to go into the full contact list to view the other contacts to locate the right one. Because then, the only way ...read more
We need to be able to filter by Parent companies. There is a workaround where you can export a report but I would like a working list off of HubSpot and not a csv.