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DMessmer1
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Member since ‎Apr 22, 2022
  • solutions
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  • Upvotes Given
    16
  • Upvotes Received
    2
  • Ideas
    2

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Dana Messmer

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rob7 on December 02, 2021
For the conversation intelligence tool in sales enteprise, when we integrate our zoom account, it imports all our call recordings. We would like a way to restrict which user recordings get imported. Our entire company uses zoom so we would only want read more
22 upvotes
7 Replies
Member
October 04, 2023
100% needed!!! There are certain users or conversations that may at times need to be excluded for privacy. Yes, you can delete the call, but that is...read more
DMessmer1 on August 09, 2023
HubSpot allow users to create multiple NSP Surveys. This allows you to send them to different segments. By having multiple NPS surveys you can create multiple reports to show the results from each segment. HubSpot also has a def read more
AmandaStutzman on January 11, 2019
It would be very helpful to see how much time chat representatives are set to available. Currently, reps could set themselves to away without supervisors knowing and ultimately reducing the number of incoming chats. In order to analyze reps effect read more
95 upvotes
26 Replies
Member
July 17, 2023
100X upvote! This is definitely needed.. This is a very important part of tracking KPIs for a support team who is managing tickets. This is even mo...read more
gharper on March 22, 2020
Today, for sales emails, there is no way to separate the open metrics for the contact from the opens of those CC'd on the email. All opens on an email will be attributed to the contact(s) the email was sent to. The only way to ensure the opens are f read more
Member
December 07, 2022
100% Upvote on this one!
Rangrachel on June 03, 2021
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
123 upvotes
60 Replies
Member
November 11, 2022
I also have a similar situation where a quote was created within the wrong deal. Would be so helpful to be able to move it to the correct deal.
Hal on June 25, 2019
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
397 upvotes
152 Replies
Member
October 25, 2022
100% agree that this is necessary. Here is a workaround that I have used for quite some time. Create a property for "Todays Date" and update it d...read more
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