プロフィール

CaptainWasHere
参加者
コミュニティー参加日: ‎10 27, 2017
  • ベストアンサー数
    0
  • 件の返信
    3
  • いいね!した数
    4
  • いいね!獲得数
    8
  • ご意見・ご提案
    0

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アクティビティ

simonsmith 6月 07日, 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 続きを読む
118 いいね!
31 コメント
参加者
8月 06日, 2018
+1 We definitely need this. We would love to use this for internal training as well as public FAQ.
veronicatavares 3月 21日, 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 続きを読む
151 いいね!
65 コメント
参加者
5月 04日, 2018
+1 again. Any movement on this HubSpot? Need to be able to attach documents to a sequence from within HubSpot!
veronicatavares 3月 21日, 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 続きを読む
151 いいね!
65 コメント
参加者
5月 04日, 2018
+1 again. Any movement on this HubSpot? Need to be able to attach documents to a sequence from within HubSpot!
veronicatavares 3月 21日, 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 続きを読む
151 いいね!
65 コメント
参加者
5月 04日, 2018
+1 again. Any movement on this HubSpot? Need to be able to attach documents to a sequence from within HubSpot!
DMA 4月 15日, 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 続きを読む
158 いいね!
79 コメント
参加者
1月 03日, 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...続きを読む
afasnacht 4月 21日, 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 いいね!
10 コメント
参加者
10月 31日, 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 ...続きを読む
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