TMcAllister

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Tom McAllister

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809CharlieTango on August 30, 2017

Team Mentions (@mention Team)

Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more

Reply Idea

238 upvotes

92 Replies

TMcAllister

Participant

March 09, 2023

This is needed! I'm tired of tagging multiple people to see what i'm commenting in a record

TMcAllister on July 27, 2022

Quote Performance Tracking

My team recently started to use the quote feature in HubSpot for all of our proposals. We like the feature, but one thing I think it's missing is showing us in our account whether or not a prospect has opened their proposal. I spoke to HubSpot sup read more

Reply Idea Products and Quotes

0 upvote

0 Reply

TMcAllister on June 02, 2022

Global Signature

It would be nice to have a little extra control as a super admin over the setup of team and/or user accounts so that I can add the necessary integrations they'll need, setup their email signature, and add their headshot. As of right now, I don't eve read more

Reply Idea Users & Teams & Permissions

4 upvotes

2 Replies

TMcAllister on May 24, 2022

Formatting Issue Alerts

In similar fashion to enabling alerts for duplicate contact and/or company records, it would be helpful to have the same option for "Fix Formatting Issues". I'm not familiar with any solutions at the moment that notifies me if there are questionable read more

Reply Discussion Professional

0 upvote

1 Reply

Solved

Olivia_Englert on April 13, 2020

True round robin functionality in meetings

Currently there isn't an ability for the “round robin” functionality for a meeting link to be a true round robin. What I mean by this is that the calendar of the individual who is next up on the round robin is not the only calendar displayed. It wo read more

Reply Discussion Meetings

19 upvotes

12 Replies

TMcAllister

Participant

May 24, 2022

Is there a good example of such a workflow?

Solved

TMcAllister on May 16, 2022

Import Limits

It would be awesome if we had the ability to set limits on the quantity of records a user can import at once. I'm currently dealing with a situation where someone on my team imported a list of 6,000 contacts (many of which were existing clients) and read more

Reply Discussion Professional

0 upvote

1 Reply

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