Shiran

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

参加者 | Diamond Partner

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Shiran Sugerman

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

KFewings 12月 02日, 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 続きを読む

返信アイデア Workflows

55 いいね！

13 コメント

Shiran

参加者 | Diamond Partner

10月 23日, 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...続きを読む

k1m 4月 22日, 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 続きを読む

返信アイデア Tickets

17 いいね！

2 コメント

Shiran

参加者 | Diamond Partner

4月 29日, 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...続きを読む

katherineladue 5月 26日, 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 続きを読む

返信アイデア Properties

5 いいね！

1 コメント

Shiran

参加者 | Diamond Partner

4月 03日, 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,...続きを読む

AS42 4月 27日, 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 続きを読む

返信アイデア Products and Quotes

133 いいね！

33 コメント

Shiran

参加者 | Diamond Partner

12月 01日, 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...続きを読む

Shiran 11月 13日, 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.

返信アイデア Account Settings Lists

1 いいね！

0 コメント

解決済み

Shiran 5月 19日, 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 続きを読む

返信ディスカッション Analytics Tools Marketing Reports

13 いいね！

2 コメント

Shiran

参加者 | Diamond Partner

5月 19日, 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...続きを読む

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