Participant | Diamond Partner
Member since ‎Jul 14, 2021
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Jayde Troskie

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mfoldager on May 14, 2020
In theory, anyone can make anybody say anything by editing their notes. It should be possible to restrict permissions to only edit own notes - despite the notes being added to a company you own. I am oftentimes leaving notes for my salespeople, read more
25 Replies
Participant | Diamond Partner
September 29, 2023
It's valuable to have the ability for all users to view all notes but only edit their own notes. I don't see a reason why a user would need to edit more
llegault on October 28, 2021
When a portal has multiple currencies and also wants to report on ARR, the reporting does not auto support the exchange rate when reporting on deals that have different currencies. The report does support Amount and Amount in Company Currency, but n read more
2 Replies
Participant | Diamond Partner
July 21, 2023
This is needed for a portal housing global teams. We need to be able to pull reports required in multiple currencies relative to each team's local more
JG-Davy on January 25, 2022
When building a workflow, it is impossible to create a trigger linked to an unpublished marketing email. but this is also the case for a planned email marketing. Wouldn't it make sense for a scheduled email to be considered published so that it appe read more
1 Reply
Participant | Diamond Partner
May 19, 2022
Yes please, this will be helpful!
JTroskie on March 30, 2022
A great feature would be to be able to personalise subscription pages based on the contact type/lifecycle stage. So for customer contacts, all and only customer-related subscription types will show for these contacts when they subscribe or edit the read more
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JTroskie on March 30, 2022
It would be really useful to be able to group/categorise subscriptions, for example, if we have partner communications, there are different subscription types relating to that (partner newsletter, product updates etc.), that would fall within the p read more
7 Replies
KyleJepson on July 11, 2021
HubSpot has a lot of tools for connecting with contacts, and there are a host of other tools sales teams use outside of HubSpot. What's your favorite tool for connecting with people? Share your thoughts in the comments below! *To learn mor read more
1392 Replies
Participant | Diamond Partner
August 06, 2021
Hi all, I like connecting and communicating through Vidyard, video is a great way to explain and get your point across rather than just sending an more
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