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realizeit
Contributeur de premier rang
Member since ‎Oct 26, 2016
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seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
572 upvotes
142 Replies
Key Advisor
January 13, 2022
@Dylan Can we take this one step higher and offer duplicate flags with the ability to review and merge within the actual contact record as well?
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
572 upvotes
142 Replies
Key Advisor
January 13, 2022
@Dylan Can we take this one step higher and offer duplicate flags with the ability to review and merge within the actual contact record as well?
Solved
realizeit on September 17, 2018
When I create a new Sales Template (Converstations>Templates>New Template), there are no html defaults. By this I mean "Dear Recipient." This template will be used for multiple users & I like it auto-filling their name. Right now, I have t read more
0 upvote
1 Reply
Community Manager
September 19, 2018
Hi @realizeit , Are you looking to add in personalization tokens to your sales templates? If so, this is discussed here . If I am misun...read more
Corinne on December 19, 2016
I've contacted customer service who informed me that there currently no way to see specifically who has recieved a specific template. I know we can see a breakdown of who has recieved sequences, but I believe we should be able to see a breakdown for read more
HubSpot Product Team
April 27, 2020
Hi Community, In an effort to be more transparent about our team's roadmap, I am updating this issue to 'Not Currently Planned' because this is...read more
MrWilde on March 30, 2017
Really want to see development start of Office 365 OWA(Outlook Web Access) intergration. I don't use outlook on the desktop and lot of my clients are switching to OWA access as well. This is a cloud based application so lets make it work in the c read more
HubSpot Product Team
March 13, 2019
Hi all, We apologize for not updating this thread sooner but I'm pleased to announce we have an Office 365 add-in available for HubSpot Sales! ...read more
michaelpowens on February 17, 2017
There should be a way to set the default font and font size in the Email client within the CRM?
150 upvotes
105 Replies
Member
April 14, 2020
@Vijay will this apply to fonts in sequences?
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