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joe-tdc
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Membre depuis ‎nov. 2, 2021
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Jameel le Mai 24, 2018
Bulk actions in Conversations Inbox
When using the Inbox feature, each item must be opened individually. Multiple selections and batch actions are not available (example for closing batch emails or assigning in bulk) The individual action only results is an extremely tedious an Lire la suite
Répondre Idée Conversations
223 Mentions J'aime
100 Réponses
joe-tdc
Participant
Août 22, 2022
Hubspot needs a complete overhaul in the conversations window department. Batch edits (batch move to another inbox would be handy) Nicer UI, to...Lire la suite
ThiagoF le Mai 31, 2021
Permission to delete activities
Hello everyone, we are relative new to Hubspot, and we came from another CRMs software that are more "restricted" in allowing users to delete information. We know there is the option in Hubspot to restrict user permission to delete objects, like tic Lire la suite
Répondre Idée Users & Teams & Permissions
84 Mentions J'aime
45 Réponses
joe-tdc
Participant
Avril 18, 2022
It's a shame because it's not even a "would like" like a lot of the top voted requests are. Removing the ability to delete activities and conversati...Lire la suite
RandallF le Novembre 17, 2020
Can I see who deleted a deal, contact or company?
Hi, We occassionally find deals, or companies in the recycle bin. The first question asked is, "Who deleted that?" Is there any way to see who deleted a deal, company or contact? Once the record is restored, it looks just like it did before Lire la suite
Répondre Discussion best practices CRM Professional
3 Mentions J'aime
4 Réponses
joe-tdc
Participant
Avril 18, 2022
Hubspot has tonnes of security flaws it seems. It's the same for conversations, someone could clear the inbox if they want to then delete all convers...Lire la suite
TeemuLahti le Novembre 09, 2020
Tag/mark different Chat types
Our customer has roughly 3 types of conversation with chat: Product complaints, e-commerce ID's and regular customer service. They would like to report how many conversations were complaints, how many ID's and how many just regular service. At the m Lire la suite
Répondre Idée Conversations
2 Mentions J'aime
1 Réponse
joe-tdc
Participant
Avril 18, 2022
Send your upvotes this way: https://community.hubspot.com/t5/HubSpot-Ideas/Issue-Tagging-on-Conversations/idi-p/320977 Mad we don't have conve...Lire la suite
Handshake le Novembre 27, 2020
Tagging conversations coming from emails
It would be great to have a way to tag conversations coming from emails and the run a report on the tags? We'd like to be able to categorize each conversation into major buckets, so that each month we can get a report on how many types of questions Lire la suite
Répondre Idée Conversations
6 Mentions J'aime
1 Réponse
joe-tdc
Participant
Avril 18, 2022
You should send your upvotes this way: https://community.hubspot.com/t5/HubSpot-Ideas/Issue-Tagging-on-Conversations/idi-p/320977
Résolues
DanielK le Juillet 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Répondre Discussion
21 Mentions J'aime
38 Réponses
joe-tdc
Participant
Avril 17, 2022
It seems like such a simple thing though. They have permissions for nearly everything, including deleting most records, surely being able to remove a...Lire la suite
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