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JJagiello
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コミュニティー参加日： ‎5 13, 2021
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Joanna Jagiello

Experienced marketing leader with 15 years’ experience in both strategic and hands-on roles, covering the full marketing mix - within private and public sectors, B2C, B2B, D2C, demand and lead generation, inbound marketing, marketing automation and stakeholder communications.

アクティビティ

MMT1 2月 03日, 2022
Personal email reply notification
I got my e-mail connected. However I don't have a inbox in Hubspot, but I wonder why I cannot get a notification when a contact replies to my work mail. I can see the answer in the activity, and I obviusly get the answer in my outlook, but I would 続きを読む
返信 アイデア Connected Email
77 いいね！
38 コメント
JJagiello
メンバー
11月 20日, 2023
@hroberts This had been a bug bear of mine for years, I have only just noticed that this was live in app now for some time - which is probbaly test...続きを読む
AlexHodgson 4月 16日, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q 続きを読む
返信 アイデア Products & Quotes
147 いいね！
63 コメント
JJagiello
メンバー
9月 11日, 2023
@jruocco isnt this just the old button that is 'Clone' quote but for the same deal?
JJagiello 1月 13日, 2022
Revenue Attribution Reporting for Repeat Business
It seem this is somthing that has been raised previously in a couple of old posts but not as detailed as what we are looking for. https://community.hubspot.com/t5/Reporting-Analytics/Reporting-on-repeat-customers/m-p/289809#M1394 Hubspot is gr 続きを読む
返信 ディスカッション Analytics Tools CRM Marketing Reports
3 いいね！
2 コメント
AlexHodgson 4月 16日, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q 続きを読む
返信 アイデア Products & Quotes
147 いいね！
63 コメント
JJagiello
メンバー
9月 11日, 2023
@jruocco isnt this just the old button that is 'Clone' quote but for the same deal?
BenRussell 3月 24日, 2021
Mandatory Properties on Updating Records
When going into a; Company, Contact or Deal can we have Properties required. We have an Integration Hub that brings in new Contacts from the Web but it doesn't have all the relevant info. We want to force the Sales team when they go to update that 続きを読む
返信 アイデア Properties
7 いいね！
2 コメント
JJagiello
メンバー
9月 30日, 2021
This is an absolute basic for CRM data integrity. A big gap.
Pasqual 4月 29日, 2021
Feature to take a cloned quote and associate it with a new deal
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea 続きを読む
返信 アイデア Deals
78 いいね！
36 コメント
JJagiello
メンバー
9月 02日, 2021
This is super annoying that you cant do this. It seems spo simple. Customers oftern reorder the same but this has to be a new deal - it not that unsu...続きを読む
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