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DaveStone
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David Stone

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DaveStone on November 27, 2023
the ability to create Follow-up from Sales Tool
When sending an email, from Outlook, HubSpot enables everything but the ability to create a task, like it does when an email is sent from HubSpot.
Antworten Idee Deals
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DaveStone on April 13, 2023
Ability to export "entered stage date"
The field "entered stage date" is already being captured. This would be a very useful piece of information as we analize the bottle necks in the pipeline. I understand not being able to provide the "days in stage", as its an aggregate but not being Beitrag ansehen
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Zeppelin on Februar 08, 2019
"create a follow up task" customize the task title
When an activity is logged and the option is presented to "create a follow up task" i would like to be able to edit the title of this task during this step, one is only allowed to chose in how many days the task will be created. I do not find the cu Beitrag ansehen
Antworten Idee Tasks
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DaveStone
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November 18, 2022
being able to edit the name/title of the "follow up" would be huge. we should be able to update in the same manner as you do when you create tasks ...Beitrag ansehen
DaveStone on Juli 18, 2022
set default properties
Wehn creating a task. The system automatically checks the "associated with" records. The way our business works the company is not used for reporting at a deal level, the pipeline are more for P.M. tracking, as the project moves along. Everytime we Beitrag ansehen
Antworten Idee Tasks
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DaveStone on Juli 13, 2022
Manage Tasks properites
There are only 3 types of tasks. It would be nice to be able to add different type of tasks. For example "FolowUp". THis could help to better manage the taks being done or needed to be done.
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DaveStone on Mai 27, 2022
Being able to attach Hubspot generated Quotes to an outlook email
We are able to access snippets, templates etc when craeting an email. However you cant access the quotes you created for a deal. If we have access to the other parts of comminications not sure why these are not able to be accessed.
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