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BLewty
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond
Membre depuis ‎juil. 27, 2021
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  • Solutions
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  • Réponses
    3
  • Mentions J'aime ajoutées
    47
  • Mentions J'aime obtenues
    7
  • Idées
    2

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Bethany Lewty

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Activité

briansweat le Juillet 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 Lire la suite
Répondre Discussion Notifications
1 Mention J'aime
3 Réponses
BLewty
Participant | Partenaire solutions Diamond
Août 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 le Janvier 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 Lire la suite
Répondre Idée Products and Quotes
14 Mentions J'aime
3 Réponses
BLewty
Participant | Partenaire solutions Diamond
Août 07, 2024
This feature would be extremely valuable.
MagdaPrichodko le Décembre 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!
Répondre Idée Dashboards & Reports Products and Quotes
3 Mentions J'aime
2 Réponses
BLewty
Participant | Partenaire solutions Diamond
Août 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...Lire la suite
SMeyerSuarez le Décembre 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 Lire la suite
Répondre Idée Custom Objects
9 Mentions J'aime
3 Réponses
BLewty
Participant | Partenaire solutions Diamond
Décembre 06, 2023
Agree with this idea. We have several clients where this functionality would be beneficial.
BLewty le Novembre 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 Lire la suite
Répondre Idée Marketing Emails
3 Mentions J'aime
0 Réponse
Uyen_Le le Octobre 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. Lire la suite
Répondre Idée Properties
3 Mentions J'aime
1 Réponse
BLewty
Participant | Partenaire solutions Diamond
Novembre 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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