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TheoB
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コミュニティー参加日： ‎1 10, 2018
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  • いいね！した数
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  • いいね！獲得数
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  • ご意見・ご提案
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TheoB 11月 07日, 2020
Double click in legend / key to quickly filter graphs in reports and dashboards
We use a lot of hubspot dashboards with many charts It's great that these are interactive - so e.g. I will have a stacked bar chart displaying our SQLs generated over time, broken down by original source. Very often, I will then 'click' one 続きを読む
返信 アイデア Dashboards & Reports
1 いいね！
0 コメント
etroiani 9月 21日, 2020
[Now Live] Ads Optimization Events
Offline event syncing is here! Now, your ads can not only be targeted at the right users, but also optimized towards the right conversions by syncing your contact lifecycle data into Google and Facebook. We know many of you are managing, reporti 続きを読む
返信 ブログ
5 いいね！
2 コメント
TheoB
参加者
10月 20日, 2020
Hi, we are very keen to use this functionality. We really want google and FB to optimise for the best leads, and not just for lead form submissions o...続きを読む
gotmike 6月 05日, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal 続きを読む
返信 アイデア Contacts & Companies Deals
69 いいね！
31 コメント
TheoB
参加者
10月 06日, 2020
Just to add our voice in - we are extremely keen on this idea. Our deals progress through the whole customer lifecycle - from closing a project,...続きを読む
MikeD 4月 08日, 2019
Workflow Issue: Allow us to choose business days, not just days.
When creating workflows, if I have it create a task, it lets you set the due date to 2 days from task creation. However when you create a task manually, you can set it to 2 BUSINESS days from task creation. The problem this is causing is some automa 続きを読む
返信 アイデア Workflows
93 いいね！
31 コメント
TheoB
参加者
6月 29日, 2020
Yes please do this - the options should be consistent with the manual task setting!
nina 3月 10日, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist 続きを読む
返信 アイデア Workflows
191 いいね！
86 コメント
TheoB
参加者
6月 26日, 2020
Yes to this - it would be great to have better features to manage rotation. I) Make it easier to remove specific people from rotations II) Make...続きを読む
ernopyykko 11月 17日, 2017
Set chat availability based on user's calendar
Would it be possible to get the Messages availability to work in the same fashion as the Meetings integration? A person online/offline status would be toggled on and off based on their calendar. I would even suggest giving an option 続きを読む
返信 アイデア Conversations
131 いいね！
48 コメント
TheoB
参加者
6月 04日, 2020
Echoing that we would love to see live chat brought up to parity with the meetings tool and beyond i.e. - Schedule for switching on and off avai...続きを読む
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