Member since ‎May 5, 2021
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Jennifer Chu

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bfelker on February 21, 2018
Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?
87 Replies
June 03, 2022
+1 for this idea. Salesforce has this feature. Outreach does as well, but I'm told by their sales team that they don't support Hubspot. Starting to more
KPak on January 11, 2021
It would be helpful for the custom reports to link the deal name property (when used) to the deal. This currently is how it works for standard reports, just not the custom ones built from scratch. This is also the same use case for tickets. Link read more
4 Replies
April 17, 2022
I agree with this as well. We should be able to link to the deal or task from a dashboard report. This makes the data actionable . Without the more
JChu8 on May 05, 2021
It'd be helpful to have a date field that updates ONLY when the contact initiates an action, eg form submission, FaceBook Messenger reply, email response, etc. This makes sorting through leads more relevant, as it's not just create date (where you'd read more
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