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BLE219
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Membre depuis ‎avr. 5, 2022
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clairebrown_ le Juillet 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 Lire la suite
Répondre Idée Dashboards & Reports
26 Mentions J'aime
11 Réponses
BLE219
Participant
Avril 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...Lire la suite
AAmento le Janvier 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 Lire la suite
Répondre Idée Meetings
2 Mentions J'aime
1 Réponse
BLE219
Participant
Janvier 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 ...Lire la suite
CAwbrey le Octobre 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 Lire la suite
Répondre Discussion Companies Sequences
2 Mentions J'aime
3 Réponses
BLE219
Participant
Novembre 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 ...Lire la suite
Cherisse le Avril 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 Lire la suite
Répondre Idée Contacts & Companies Workflows
347 Mentions J'aime
114 Réponses
BLE219
Participant
Juillet 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. ...Lire la suite
BLE219 le Mai 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 Lire la suite
Répondre Discussion Campaigns Workaround
1 Mention J'aime
2 Réponses
BLE219
Participant
Mai 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 ...Lire la suite
BLE219 le Mai 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 Lire la suite
Répondre Discussion Campaigns Workaround
1 Mention J'aime
2 Réponses
BLE219
Participant
Mai 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 ...Lire la suite
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