JTroskie

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Jayde Troskie

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mfoldager on Mai 14, 2020

Ability to restrict permission to edit/delete other people's notes

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, Beitrag ansehen

Antworten Idee Account Settings

57 Likes

25 Antworten

JTroskie

Teilnehmer/-in | 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 a...Beitrag ansehen

llegault on Oktober 28, 2021

Create deal reports that support exchange rate when having multiple currencies

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 Beitrag ansehen

Antworten Idee Sales Reporting

3 Likes

2 Antworten

JTroskie

Teilnehmer/-in | Diamond Partner

Juli 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 ma...Beitrag ansehen

JG-Davy on Januar 25, 2022

Consider a scheduled email as published so that it appears in the choices when building the workflow

When building a workflow, it is impossible to create a trigger linked to an unpublished marketing email.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 Beitrag ansehen

Antworten Idee Marketing Emails

14 Likes

1 Antwort

JTroskie

Teilnehmer/-in | Diamond Partner

Mai 19, 2022

Yes please, this will be helpful!

JTroskie on März 30, 2022

Personalise subscription pages based on contact type

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 Beitrag ansehen

Antworten Idee Marketing Emails

0 Likes

0 Antwort

JTroskie on März 30, 2022

Group/categorise subscription types

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 Beitrag ansehen

Antworten Idee Marketing Emails

37 Likes

7 Antworten

KyleJepson on Juli 11, 2021

How do you connect with your contacts?

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 Beitrag ansehen

Antworten Diskussion

256 Likes

1364 Antworten

JTroskie

Teilnehmer/-in | 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 em...Beitrag ansehen

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