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CaptainWasHere
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Member since ‎Oct 27, 2017
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  • Replies
    3
  • Upvotes Given
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  • Upvotes Received
    8
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Activity

simonsmith on June 07, 2018
While we want most knowledge base articles to be public, there are some we want to keep private so that only our customer service representatives can view them. For example, a customer might ask a question that's sensitive, and we want to have an ar read more
118 upvotes
31 Replies
Participant
August 06, 2018
+1 We definitely need this. We would love to use this for internal training as well as public FAQ.
veronicatavares on March 21, 2017
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
151 upvotes
65 Replies
Participant
May 04, 2018
+1 again. Any movement on this HubSpot? Need to be able to attach documents to a sequence from within HubSpot!
veronicatavares on March 21, 2017
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
151 upvotes
65 Replies
Participant
May 04, 2018
+1 again. Any movement on this HubSpot? Need to be able to attach documents to a sequence from within HubSpot!
veronicatavares on March 21, 2017
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
151 upvotes
65 Replies
Participant
May 04, 2018
+1 again. Any movement on this HubSpot? Need to be able to attach documents to a sequence from within HubSpot!
DMA on April 15, 2019
It would be a nice feature to allow the customization of the default six fields that the business card scan feature ask (Full name, job title, email, company, Phone, Website) and allow to decide which fields are showed after scan. For instance t read more
166 upvotes
80 Replies
Participant
January 03, 2018
We scan business cards using a 3rd party app (World Card Mobile) and then import them to the HubSpot iOS app. We need to import ALL fields. Righ...read more
afasnacht on April 21, 2017
There needs to be a privacy setting similar to templates for sales documents in the CRM (e.g., "Shared" or "Private". Reason: the sales reps should be able to attach a quote/pricing to their emails and not have other reps be able to see this.
22 upvotes
10 Replies
Participant
October 31, 2017
Yes!! This is crucial for our sales process as well. They should be able to create their own private folders or have one auto created. Anything ...read more
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