MCarter24

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Replies
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Upvotes Given
14
Upvotes Received
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Michael Carter

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Activity

sgraci on December 01, 2020

Natively export contact activity history

There should really be a native way to export the contact activity history in bulk to a CSV or excel file similar to other Hubspot fields. This would be a great way to organized and filter the user history for personalized marketing emails and workf read more

Reply Idea Users & Teams & Permissions

36 upvotes

14 Replies

MCarter24

Participant

October 16, 2023

Thanks for the tip @johnelmer ! 🙏 Problem is... the export is in JSON format which, to me (as a non-techie) is just gobbledeegook (no matter whic...read more

sgraci on December 01, 2020

Natively export contact activity history

Reply Idea Users & Teams & Permissions

36 upvotes

14 Replies

MCarter24

Participant

October 16, 2023

Thanks for the tip @johnelmer ! 🙏 Problem is... the export is in JSON format which, to me (as a non-techie) is just gobbledeegook (no matter whic...read more

LHinton on June 27, 2022

Delegated sending: email from another user's connected email inbox

There should be a function for when you want to send one-on-one emails that you can have them be from someone else's account even when you are the one sending them. For example, I logged emails last week for my CEO to approve and once she approved t read more

Reply Idea Connected Email

13 upvotes

16 Replies

MCarter24

Participant

October 09, 2023

As per my comment over on HubSpot Community - Start a sequence on behalf of another HS user - Page 9 - HubSpot Community , please add this feature. ...read more

r2davis3 on September 14, 2017

Start a sequence on behalf of another HS user

After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).

Reply Idea Sequences

469 upvotes

181 Replies

MCarter24

Participant

October 09, 2023

Please add this feature. Any efficient sales team that is large enough to have Sales Administrators or Personal Assistants, *needs* this functionalit...read more

Solved

ClaytonHM on July 07, 2020

Creating a standardised internal form

Hi there, New to Hubspot - looking for a way to create a form which our sales/account managers can complete to capture key information about customers. For basic example, after a sale, we may perform an "integration" call where we need to capture t read more

Reply Discussion How To

11 upvotes

9 Replies

MCarter24

Participant

October 09, 2023

@ClaytonHM it's been a while, I know... but just checking to see what solution you landed on here? Have you tried the (relatively) new Playbooks fe...read more

MCarter24 on May 11, 2023

Enable reporting on marketing emails (exclude transactional emails)

Hi HubSpot team! The data displayed on the Marketing Email > Analyze tab does not allow us to see metrics specifically on our marketing emails (i.e. excluding transactional emails). That data is therefore of very little value for read more

Reply Idea Dashboards & Reports Marketing Emails Marketing Reporting

22 upvotes

3 Replies

MCarter24

Participant

September 11, 2023

@AJonsson9 yes, for a marketing platform, seems like a missing feature to me too! If we can't see the performance of marketing emails, we're flying...read more

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