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BLE219
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clairebrown_ en Julio 16, 2020
Description Field in Reports on Dashboard
In the dashboards, there should be a description area below the report title on each report. It'll help anyone, regardless of team or role, understand the filters applied to and the goal of the report. It'd be cleaner than trying to include a brief Leer más
Responder Idea Dashboards & Reports
70 Me gusta
47 Respuestas
BLE219
Participante
Abril 13, 2023
I'm surprised this is not a feature yet. This should be a standard for reporting purposes. In addition, the "About" tab of the report is not editable...Leer más
AAmento en Enero 09, 2023
Meetings - additional guests
In Calendly there is a featured within the meeting set-up that allows the person scheduling the meeting to add "additional guests" and they are automatically invited to the meeting. We have BDRs who like to be invited to the meeting and partner Leer más
Responder Idea Meetings
5 Me gusta
3 Respuestas
BLE219
Participante
Enero 18, 2023
Agree! The new feature that allows users to insert proposed times doesn't let them add more guests. Typically, we get more booked meetings when we ...Leer más
CAwbrey en Octubre 05, 2022
Sequence tasks do not associate with company record
When you enroll a contact into a Sequence the task it generates do no associate with the company. As a result, you cannot sort by company and are forced to follow up sequences by "task name" which are all mostly the same so there is no reason to so Leer más
Responder Conversación Companies Sequences
13 Me gusta
7 Respuestas
BLE219
Participante
Noviembre 30, 2022
"Not ideal" is an understatement. This should be a standard feature and we should not have to "vote" to get this implemented when you clearly have ...Leer más
Cherisse en Abril 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Leer más
Responder Idea Contacts & Companies Workflows
480 Me gusta
142 Respuestas
BLE219
Participante
Julio 22, 2022
+1 This is critical and would greatly reduce the number of custom, one-time properties that are created for every event, form, and campaign update. ...Leer más
BLE219 en May 06, 2022
Viewing campaigns a contact is member of in HubSpot
Is there a way to view all the campaigns (either HubSpot campaigns or SFDC campaigns) on the contact page? Would love to have a card on the right sidebar similar to the list membership but was told this wasn't possible by HubSpot support. Our sal Leer más
Responder Conversación Campaigns Workaround
8 Me gusta
5 Respuestas
BLE219
Participante
May 06, 2022
Hi there. If they could see the campaigns that would be better than nothing. I had thought of list and workfllow memberships, but we have many ...Leer más
BLE219 en May 06, 2022
Viewing campaigns a contact is member of in HubSpot
Is there a way to view all the campaigns (either HubSpot campaigns or SFDC campaigns) on the contact page? Would love to have a card on the right sidebar similar to the list membership but was told this wasn't possible by HubSpot support. Our sal Leer más
Responder Conversación Campaigns Workaround
8 Me gusta
5 Respuestas
BLE219
Participante
May 06, 2022
Hi there. If they could see the campaigns that would be better than nothing. I had thought of list and workfllow memberships, but we have many ...Leer más
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