JMidgley

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Joseph Midgley

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JMidgley

Participant

October 15, 2024

Reply to Confidentiality of Emails in Help Desk

Hello, thanks very much for your answer and to all others who have weighed in. This is very much something I hope they develop in the future, but I'...read more

Solved

JMidgley on October 11, 2024

Confidentiality of Emails in Help Desk

We have just started using Service Hub so that we can take customer enquiries as tickets via a form on the website, and I am in the process of setting this up with relevant pipelines, forms, etc. We have been using HubSpot for a long time for market read more

Reply Discussion Best Practices

3 upvotes

5 Replies

JMidgley on July 18, 2024

Exporting forms - date selection

It appears there's been a recent update to the exporting of forms to allow for the selection of date filters. However, for most of my forms I only want to do this for 'all time', and it's going to cost me quite a few extra clicks each time to m read more

Reply Idea Forms

0 upvote

0 Reply

JMidgley

Participant

March 27, 2024

Reply to Save progress when filling out the form: Pick Up Where You Left Off

I would also very much like this as we want to use HubSpot forms for applications, which require longer answers. That means we need to use other soft...read more

JMidgley

Participant

December 06, 2023

Reply to Different create deal view for different teams

Hi Karsten, thanks for your quick reply. I was just referring to not seeing something along the lines of the below when I customise the create deal...read more

Solved

JMidgley on December 06, 2023

Different create deal view for different teams

Hello, Until now, we have only had one pipeline and one team using the CRM in a certain way. We're now bringing differnt teams onboard, so will start using things like having a different default view for different users. However, I'm not s read more

Reply Discussion Best Practices

2 upvotes

2 Replies

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