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Shiran
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond
Membre depuis ‎janv. 15, 2018
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  • Solutions
    1
  • Réponses
    4
  • Mentions J'aime ajoutées
    90
  • Mentions J'aime obtenues
    192
  • Idées
    10

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Shiran Sugerman

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Activité

katherineladue le 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 Lire la suite
Répondre Idée Properties
4 Mentions J'aime
1 Réponse
Shiran
Participant | Partenaire solutions Diamond
Avril 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,...Lire la suite
AS42 le Avril 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 Lire la suite
Répondre Idée Products and Quotes
95 Mentions J'aime
25 Réponses
Shiran
Participant | Partenaire solutions Diamond
Décembre 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...Lire la suite
Shiran le Novembre 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.
Répondre Idée Account Settings Lists
1 Mention J'aime
0 Réponse
Résolues
Shiran le 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 Lire la suite
Répondre Discussion Analytics Tools Marketing Reports
12 Mentions J'aime
2 Réponses
Shiran
Participant | Partenaire solutions Diamond
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...Lire la suite
Résolues
Shiran le 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 Lire la suite
Répondre Discussion Analytics Tools Marketing Reports
12 Mentions J'aime
2 Réponses
Shiran
Participant | Partenaire solutions Diamond
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...Lire la suite
parisklees le Septembre 03, 2019
Allow for users to set their own company unique identifier
It creates quite a bit of work and allows for duplication when we have to use either company domain name or object ID as a unique identifier for companies. It would be ideal if we could set our own. For example, all of our clients have account numbe Lire la suite
Répondre Idée Contacts & Companies
111 Mentions J'aime
31 Réponses
Shiran
Participant | Partenaire solutions Diamond
Avril 20, 2023
This feature is very much needed. Company domain is not always the best way to identify a unique company. Global companies sometimes have a global we...Lire la suite
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