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ArthurLorente
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Member since ‎Apr 14, 2022
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Arthur Lorente

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Activity

ArthurLorente on September 12, 2022
Make rich text fields with URLs clickable on reports
It would be very helpful if I could create dashboards with clickable links within the reports. I have a property that is the result of the concatenation of different properties to generate a link that goes directly into our product. Something like: read more
Reply Idea Dashboards & Reports
4 upvotes
0 Reply
JustinSchmidt on March 02, 2022
How can I find the ID of a particular inbox conversation?
My company uses the Hubspot conversation inbox to reply to all incoming leads, be it via email or form submission. I would like to include a link to the form/email in a Slack message that includes the text of the message. How do I link to read more
Reply Discussion
0 upvote
7 Replies
ArthurLorente
Participant
July 12, 2022
Any ideas here? @PamCotton @A_Wessolly @JustinSchmidt
wickedbo on September 21, 2021
Auto-roll up playbook notes to the associated company record
Our sales team uses playbooks to take notes. These notes get attaached to the deal record. When a deal is associated to a company record prior to submission, then the note should automatically be rolled up to the company record like a regular note. read more
Reply Idea Playbooks
2 upvotes
2 Replies
ArthurLorente
Participant
July 11, 2022
Would love to see this as a playbook setting where we can just choose which associated records we would spread the registered activity to, just like ...read more
EPierrot on May 12, 2022
Date option for Fiscal Year and fiscal quarter in dashboard and reports
All reporting is done quarterly and needs to follow the fiscal year. While we can set up our fiscal year in the account setting, there is no option to do so in dashboards. We can only do it by 'normal' quarter, which makes entering the fiscal year i read more
Reply Idea Dashboards & Reports
12 upvotes
5 Replies
ArthurLorente
Participant
June 13, 2022
Big upvote! Reporting looks wonky and hard to work with when I can't really compare performance between financial quarters. It basically keeps me fro...read more
amandafann on August 18, 2021
Send Sequence Emails from the Contact Owner when enrolling with a workflow
When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Rather, a specific Owner with a Paid Seat must be selected. For large Teams with many users, this means y read more
Reply Idea Sequences Workflows
61 upvotes
17 Replies
ArthurLorente
Participant
May 10, 2022
Please please please implement this!!! We are having so much usage attrition on our team because of this lacking function. We can't reasonably mainta...read more
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