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jweed5
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Member since ‎Mar 10, 2022
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  • Upvotes Received
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Jennifer Weed

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CLupetin on June 15, 2022
Greater search ability for contacts on mobile app
We are an art gallery and my boss is looking for an efficient way to look up clients'/museum directors' interest in different artists on the Hubspot app. Right now, I've been adding their interest in the "membership notes" area, which seems to be t read more
Reply Idea Contacts & Companies
3 upvotes
2 Replies
jweed5
Member
February 03, 2023
Yes! The inability to search notes on mobile is extremely inconvenient. We have several people who are in the field most of the time and it would be ...read more
jweed5 on January 30, 2023
Custom emails for surveys
The survey email template is really limited. It would be helpful to be able to build a custom email and then assign it to a survey.
Reply Idea Feedback Surveys
2 upvotes
0 Reply
jweed5 on October 11, 2022
Ability to assign tasks to user an activity is assigned to
For example: when creating a workflow from a meeting being scheduled, a task could be assigned to the person in the meeting. Or an email could be sent from them instead of a specific user or contact owner.
Reply Idea Meetings Tasks Workflows
0 upvote
0 Reply
Brandonbaker on September 17, 2018
Multiple Knowledge Bases
The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) read more
Reply Idea Knowledge Base
764 upvotes
214 Replies
jweed5
Member
March 31, 2022
Also would love to know what the status is on this. With Business Units, two knowledge bases are essential and obviously needed for other use cases a...read more
jweed5 on March 10, 2022
Easily change out users in workflow
We have a large organization with many workflows set up. We really need a way to easily change users in workflows when someone leaves the company or changes positions. Currently the only way is to manually go find every instance of that person which read more
Reply Idea Workflows
2 upvotes
0 Reply
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