JMartin9

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HubSpot_Corey le Novembre 14, 2023

HubSpot Meetings - Multiple Hosts

In the context of individual reporting for Sales Representatives, an important consideration arises regarding the need for accommodating multiple hosts in a single meeting. This feature becomes crucial when multiple representatives are involved in Lire la suite

Répondre Idée Analytics Tools Dashboards & Reports Meetings

21 Mentions J'aime

7 Réponses

JMartin9

Participant

Avril 22, 2024

That would be extremely helpful for us as well. In our current setup our SDRs are booking meetings for the AEs. Unfortunately that means that the...Lire la suite

JMartin9 le Août 25, 2023

Make "Import" available as a filter everywhere not just in the records overview

What am I talking about? After an import of records into hubspot via Excel or CSV files it is possible to filter all affected records via a filter. This filter only exists in the overview table for each recaord. It so far it cannot be use Lire la suite

Répondre Idée Contacts & Companies

0 Mention J'aime

0 Réponse

rkimmerling le Janvier 02, 2020

Block User from Chat

The chat function is a great way to allow our website visitors to get in touch with us quickly and conveniently, but it is also a tool that can be abused by the few mal-intentioned indivuals we see on our sites. Whether they believe the individual t Lire la suite

Répondre Idée Conversations

92 Mentions J'aime

39 Réponses

JMartin9

Participant

Août 24, 2023

Any updates on this? Sadly we've had an individual missappropriate the livechat on our website for the last couple of weeks. I'd also appreciate ...Lire la suite

AMacLeod le Mars 21, 2022

Aggregate Form submission by source

Would love to have a way to view aggregated form submission % by source, as opposed to having to view each form individually to see the sources! I'd like to be able to track the overall conversion rate of forms by organic search. 🙂

Répondre Idée Analytics Tools

6 Mentions J'aime

4 Réponses

JMartin9

Participant

Août 21, 2023

This would make our live so much easier!

supriya le Février 24, 2017

Track Form Submission Source Automatically

Just like the "Sources" report tracks lead source automatically, can we have that functionality for form submissions? It will be great to know if a form was submitted via direct/organic/paid search/email/social media etc without having to use custom Lire la suite

Répondre Idée Forms

137 Mentions J'aime

29 Réponses

JMartin9

Participant

Juillet 10, 2023

I'd love to see something like this implemented. And as a next step this could be extended to include the ability to track all conversions in the...Lire la suite

KevinFMTV le Juin 28, 2019

Allow workflows to delete or mark tasks complete

USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w Lire la suite

Répondre Idée Workflows

443 Mentions J'aime

137 Réponses

JMartin9

Participant

Juillet 10, 2023

This would be very useful. Our sales team relies heavily on tasks to structure their work. I'd like to be able to remove all pending tasks from a...Lire la suite

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