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DMessmer1
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Member since ‎Apr 22, 2022
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Dana Messmer

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DMessmer1
Member
October 04, 2023
Reply to Restrict zoom call recordings / transcripts
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
Allow Segmenting in NPS Trending Report (Customer loyalty score (NPS) over time)
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
Reply Idea Analytics Tools Dashboards & Reports
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DMessmer1
Member
July 17, 2023
Reply to Chat Rep Availability Reporting
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
DMessmer1
Member
December 07, 2022
Reply to Separate open tracking for multiple recipients on email
100% Upvote on this one!
DMessmer1
Member
November 11, 2022
Reply to Associate existing quote to a different deal
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.
DMessmer1
Member
October 25, 2022
Reply to Time in Deal Stage
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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