CateDuarte

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Mike_Mioduski on April 13, 2022

Additional Agent Tokens in Inbox Email Signature

I would love to expand the use of the email signautre on an inbox to also include additional dimensions in the "Agent Token". Today you can only include Full Name, First Name or Last Name. I would love to see you pull in other dimensions of Role/ Beitrag ansehen

Antworten Idee Conversations

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CateDuarte

Stratege/Strategin | Elite Partner

April 05, 2024

We have a customer for whom this is critical.

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ABellini on März 22, 2024

Registrazione riunioni Outlook su Hubspot

Buonasera, è possibile registrare in modo automatico nella timeline del contatto delle riunioni convocate tramite Outlook? So che c'è la possibilità di connettere il calendario ma mi chiedevo se questa fosse l'unica opzione possibile. Grazie

Antworten Diskussion Meetings

1 Likes

2 Antworten

CateDuarte

Stratege/Strategin | Elite Partner

März 22, 2024

Hi @ABellini to log the meeting directly in the timeline you need to have the calendar connected. If not it needs to be logged manually.

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MKolankowska on März 22, 2024

Adding CTAs to Workflow Communication section

Hey, I've been wondering if there are any plans in the near future to add CTAs to the Workflow Communications section, so it's possible to show any types of notifications (like pop-ups, web pushes, bars etc.) to contacts based on for example sp Beitrag ansehen

Antworten Diskussion Notifications

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2 Antworten

CateDuarte

Stratege/Strategin | Elite Partner

März 22, 2024

Hi @MKolankowska , what you can do for now is create a list using the criterias you mention and then use it as a target for your CTA or combine cri...Beitrag ansehen

ElectroScan on November 20, 2020

Ability to create an internal seed list to include on marketing sends without creating contacts

We would like to be able to create an internal list (of employees, not marketable contacts) that can be CC'd on each marketing email. We do not want these to be tracked nor do we want these associated with contacts as they are employees.

Antworten Idee Marketing Emails

83 Likes

26 Antworten

CateDuarte

Stratege/Strategin | Elite Partner

März 12, 2024

I have a customer also asking for this.

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jaybaum on Februar 23, 2024

Is it possible to Restrict Deal Creation?

Under deal permissions there's only options for view, edit, and delete. There's no "create" option to restrict a user's ability to "create" a deal record. Our deals are going to be created via integration from an ERP. We're just trying to find Beitrag ansehen

Antworten Diskussion Deals

0 Likes

2 Antworten

CateDuarte

Stratege/Strategin | Elite Partner

Februar 23, 2024

Hi @jaybaum if a user has no permissions to edit they won't be able to create deals. Make sure the Edit is set to NONE under permissions.

Fox1 on September 22, 2023

Contact Owner Column in Tasks View

There is an ongoing problem when we need to reassign contacts that have overdue tasks. When a rep isn't completing tasks in a timely fashion those leads are open for reassignment. The problem is that the process is extremely time-consuming an messy. Beitrag ansehen

Antworten Idee Tasks

1 Likes

1 Antwort

CateDuarte

Stratege/Strategin | Elite Partner

Februar 09, 2024

I am having a similar issue. I need to assign unassigned tasks to a contact owner and am not seeing how to do it.

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