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LMichael
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Membre depuis ‎juil. 14, 2021
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  • Mentions J'aime ajoutées
    18
  • Mentions J'aime obtenues
    2
  • Idées
    1

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Résolues
ErolY le Janvier 31, 2022
Average Reponse Time to Emails
Hi all, I am looking to create a report that looks at the overall average response time to incoming Emails by Sales Rep. Note, I am not just looking for the average first time response time, but for a report that shows the overall performanc Lire la suite
Répondre Discussion Reports
4 Mentions J'aime
4 Réponses
LMichael
Participant
Août 22, 2022
Erol - have you found a report or work around? The first response time report doesn't give near enough information.
Cab le Août 02, 2018
Schedule Meeting Using Mobile App
It would be great to schedule a meeting on the mobile app. Right now when I meet someone in person and want to schedule a meeting, I have to do it on Google Calendar. Instead, would be great to add them to HubSpot using card scanner and set up mee Lire la suite
Répondre Idée Contacts & Companies Meetings Mobile Applications
128 Mentions J'aime
108 Réponses
LMichael
Participant
Juin 13, 2022
This would be great! Our sales people are out in the field a lot and need to be able to create meetings when they are out before they forget when the...Lire la suite
LMichael le Mai 17, 2022
Line Item Reporting - Deals with No Line Items
I would like to be able to run a report to see what deals are missing line items. With a custom report I can see line item names and if a deal has a line item that doesn't have a name, but no option to filter deals with no line item. There is also Lire la suite
Répondre Idée Sales Reporting
1 Mention J'aime
0 Réponse
BenWestie le Juillet 24, 2020
Tag an entire team (@team)
It would be great to have the ability to tag an entire team within a note on a conversation or ticket. We have several people in our support team, a minimum of 1 person is covering tickets at all times, but we don't always know who this is, the abi Lire la suite
Répondre Idée User Notifications
79 Mentions J'aime
38 Réponses
LMichael
Participant
Février 25, 2022
This would be fantastic! We would love this idea for our sales team to communicate with our office team
Résolues
LMichael le Janvier 26, 2022
Workflow to Set Contact Owner by Zip Code
I'm trying to set up a workflow to set the contact owner based on zip codes here in California. We cover most of central and southern california divided between two sales people. I started the workflow with an if/then branch. I tried to add the filt Lire la suite
Répondre Discussion Starter
0 Mention J'aime
4 Réponses
LMichael
Participant
Janvier 26, 2022
You are a lifesaver! Thank you so much for your help!
Résolues
LMichael le Janvier 26, 2022
Workflow to Set Contact Owner by Zip Code
I'm trying to set up a workflow to set the contact owner based on zip codes here in California. We cover most of central and southern california divided between two sales people. I started the workflow with an if/then branch. I tried to add the filt Lire la suite
Répondre Discussion Starter
0 Mention J'aime
4 Réponses
LMichael
Participant
Janvier 26, 2022
You are a lifesaver! Thank you so much for your help!
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