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Shiran
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner
Mitglied seit ‎Jan 15, 2018
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  • Antworten
    3
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  • Likes erhalten
    204
  • Ideenforum
    10

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Shiran Sugerman

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Aktivität

KFewings on Dezember 02, 2021
Offer the option to clone a workflow and change the object type
I want to clone a Companies workflow so that I can apply it to Contacts. It was quite an involved workflow (basically setting out all the US state codes and saying if State/Region was in code format, change it to the appropriate non-code format). I Beitrag ansehen
Antworten Idee Workflows
55 Likes
13 Antworten
Shiran
Teilnehmer/-in | Diamond Partner
Oktober 23, 2024
This is a huge one. We have clients who build massive workflows and then we need them to be on another object and we spend hours rebuilding the workf...Beitrag ansehen
k1m on April 22, 2024
Associate Tickets with Invoices
We need to be able to associate Tickets with Invoices. Currently, once an invoice is synced from XERO to a Contact, using the HubSpot | Xero app, we can assoicate our Invoices in the Invoice Object with Companies, Deals and Contacts. But we cannot Beitrag ansehen
Antworten Idee Tickets
17 Likes
2 Antworten
Shiran
Teilnehmer/-in | Diamond Partner
April 29, 2024
Agreed, there are many instances when invoices need to be associated on a ticket level. Especially HubSpot invoices, some businesses use tickets to r...Beitrag ansehen
katherineladue on Mai 26, 2022
Allow Business Unit accounts to have more than one buyer persona property
Our business units have different buyer personas, but we're not able to separate them because the Persona property is not editable or clone-able. It would actually probably be a really quick and easy solution to just allow the Persona property to be Beitrag ansehen
Antworten Idee Properties
5 Likes
1 Antwort
Shiran
Teilnehmer/-in | Diamond Partner
April 03, 2024
Agreed, if you have Business Units you will definitely have mutiple personas and it would be great to be able to create different persona properties,...Beitrag ansehen
AS42 on April 27, 2021
Custom E-Signature Confirmation Mails for Quotes
This functionality can be used to optimize the customer experience by the sales teams while sending a quote with the e-signature function. When the e-signature option is selected for a quote created in Hubspot, the recipient of the quote sees a Beitrag ansehen
Antworten Idee Products and Quotes
133 Likes
33 Antworten
Shiran
Teilnehmer/-in | Diamond Partner
Dezember 01, 2023
This is something we really need. Sometimes we use the quoting tool to send things like SLAs or NDAs and it's key to be able to edit the wording on t...Beitrag ansehen
Shiran on November 13, 2023
Set mandatory filter elements when creating a list
It would be great if we could set mandatory filters when creating a list, for example, when a user goes to create a contact lists, there would be properties that they would have to set as part of the filter before they save, like HubSpot Team.
Antworten Idee Account Settings Lists
1 Likes
0 Antwort
Gelöst
Shiran on Mai 19, 2023
Report on WHEN a contact has opted in to a specific subscription
At the moment, the only way to view contacts who have opted in to a specific subscription type is by creating a list. This is only useful if you want a total number of people subscribed. We want to be able to report on the number of people who Beitrag ansehen
Antworten Diskussion Analytics Tools Marketing Reports
13 Likes
2 Antworten
Shiran
Teilnehmer/-in | Diamond Partner
Mai 19, 2023
@karstenkoehler thanks for your reply and yes this does work however in larger portals with several business units this causes challenges as you ha...Beitrag ansehen
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