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BLewty
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner
Mitglied seit ‎Jul 27, 2021
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  • Antworten
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  • Likes erhalten
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  • Ideenforum
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Bethany Lewty

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Aktivität

briansweat on Juli 17, 2024
HubSpot notification links open in Edge
I'm using the "New" Outlook with the HubSpot Sales Extension (not the old Sidekick add-in). My default browser is Google Chrome and all links from Outlook open in Chrome except for the HubSpot notification emails. They always open in a pop-up Ed Beitrag ansehen
Antworten Diskussion Notifications
1 Likes
3 Antworten
BLewty
Teilnehmer/-in | Diamond Partner
August 27, 2024
My client is having the same issue. Despite all defaults being set to open in a new Chrome tab, they open in the Edge pop-up window.
MvanderValk on Januar 26, 2022
Associating Products with Business Units
We have a portal (marketing enterprise) with several brands, lots of deals and products. One of the brands is using the CRM as a sales tool as well (Sales Professional license). But when creating a deal, when associating a line item, they see all pr Beitrag ansehen
Antworten Idee Products and Quotes
14 Likes
3 Antworten
BLewty
Teilnehmer/-in | Diamond Partner
August 07, 2024
This feature would be extremely valuable.
MagdaPrichodko on Dezember 16, 2022
Choose business unit while creating a quote & Business units in reports
We need the possibility to add another business unit info and let our sales reps choose the business unit shown on a quote. And we need to have reports by business units!
Antworten Idee Dashboards & Reports Products and Quotes
3 Likes
2 Antworten
BLewty
Teilnehmer/-in | Diamond Partner
August 07, 2024
This would be really handy. Currenly our client has to go in and manually change the company name and address details for any quote sent from a separ...Beitrag ansehen
SMeyerSuarez on Dezember 06, 2022
Save emails not only to contact but also to the right custom object
Hi Our client would love to match/save e-mails not only to contacts in the HubSpot CRM, but also to the specific Custom Object by checking the email subject or the email text. For example: If my customer imports all his elevators as cu Beitrag ansehen
Antworten Idee Custom Objects
9 Likes
3 Antworten
BLewty
Teilnehmer/-in | Diamond Partner
Dezember 06, 2023
Agree with this idea. We have several clients where this functionality would be beneficial.
BLewty on November 24, 2023
Smart content based on custom object lists
It would be great if we had the ability to create smart content based off custom object lists. Currently the only smart content option is for 'lifecycle stage' or 'contact list', but we need to send out emails with specific content that's in a Beitrag ansehen
Antworten Idee Marketing Emails
3 Likes
0 Antwort
Uyen_Le on Oktober 10, 2023
Bring back property details/ source history
Hubspot recently changed the source of property change history to a more general one ("Hubspot processing" in this screeenshot below for example), while previously it showed exactly which integration or which workflow caused the change. Beitrag ansehen
Antworten Idee Properties
3 Likes
1 Antwort
BLewty
Teilnehmer/-in | Diamond Partner
November 21, 2023
Agree with Uyen_Le on this one - I don't know why they'd change it. This is invaluable when troubleshooting why something has happened.
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