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Kressie
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Member since ‎Jan 4, 2018
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  • solutions
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  • Replies
    3
  • Upvotes Given
    34
  • Upvotes Received
    4
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KresLynn Knouse

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Activity

TMF1090 on March 05, 2019
Use sequences properties and activity as Contact filters in Lists and Workflows
We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts read more
Reply Idea Sequences
443 upvotes
119 Replies
Kressie
Participant
July 15, 2022
Really hoping this can be implemented soon, we'd like to update a contact property after they've been enrolled in a sequence (to prevent them from be...read more
MollUser1 on September 09, 2020
Report from Company List
The feature, that you can create now lists not just from contacts, but also from companies is very nice. Sadly, you can just create a report of contacts with the "Is member of XXX list" but you can not create a report of companies with the "is mem read more
Reply Idea Sales Reporting
35 upvotes
14 Replies
Kressie
Participant
April 05, 2021
The more I use Hubspot the more I feel it isn't really tailored for B2B companies. This is really important for us as well to have accurate data. In ...read more
ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
342 upvotes
164 Replies
Kressie
Participant
January 21, 2021
@mgriffith Is this idea still in review? Our organization also would really appreciate this feature - I think for B2B organizations it's more usefu...read more
keriestewart on July 22, 2018
Bulk unenroll from sequence?
Is it possible to bulk un-enroll a group of contacts from a sequence?
Reply Idea
100 upvotes
30 Replies
Kressie
Participant
March 16, 2020
Agreed! Our clients think our sequence messages are inappropriate due to the COVID-19 virus causing business closures, and I'm not seeing a way to bu...read more
neutsler09 on July 24, 2018
Chat Availability Settings Should Apply to the Bot
I set my chat settings so that the chat launcher will hide outside of our business hours. Since I'm using a bot to greet and capture the name & email address of the person wishing to chat - my chat availability settings are being ignored. So I'm read more
Reply Idea Conversations
90 upvotes
34 Replies
Kressie
Participant
October 09, 2019
Definitely an essential feature that I hope gets implemented soon! I requested access to the beta, hoping this solves our issues. We've had several i...read more
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
506 upvotes
139 Replies
Kressie
Participant
September 20, 2019
Please get this implemented soon. It really is damaging that we only have the option to override all data or just not import new properties at al...read more
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