JMartin9

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HubSpot_Corey on Novembro 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 Leia mais

Responder Idéia Analytics Tools Dashboards & Reports Meetings

21 avaliações positivas

7 Respostas

JMartin9

Participante

Abril 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...Leia mais

JMartin9 on Agosto 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 Leia mais

Responder Idéia Contacts & Companies

0 avaliações positivas

0 Respostas

rkimmerling on Janeiro 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 Leia mais

Responder Idéia Conversations

92 avaliações positivas

39 Respostas

JMartin9

Participante

Agosto 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 ...Leia mais

AMacLeod on Março 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. 🙂

Responder Idéia Analytics Tools

6 avaliações positivas

4 Respostas

JMartin9

Participante

Agosto 21, 2023

This would make our live so much easier!

supriya on Fevereiro 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 Leia mais

Responder Idéia Forms

137 avaliações positivas

29 Respostas

JMartin9

Participante

Julho 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...Leia mais

KevinFMTV on Junho 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 Leia mais

Responder Idéia Workflows

444 avaliações positivas

137 Respostas

JMartin9

Participante

Julho 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...Leia mais

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