Shiran

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Shiran Sugerman

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katherineladue on Maio 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 Leia mais

Responder Idéia Properties

4 avaliações positivas

1 Respostas

Shiran

Participante | Parceiro Diamante

Abril 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,...Leia mais

AS42 on Abril 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 Leia mais

Responder Idéia Products and Quotes

95 avaliações positivas

25 Respostas

Shiran

Participante | Parceiro Diamante

Dezembro 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...Leia mais

Shiran on Novembro 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.

Responder Idéia Account Settings Lists

1 avaliações positivas

0 Respostas

Solucionado

Shiran on Maio 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 Leia mais

Responder Discussão Analytics Tools Marketing Reports

12 avaliações positivas

2 Respostas

Shiran

Participante | Parceiro Diamante

Maio 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...Leia mais

Solucionado

Shiran on Maio 19, 2023

Report on WHEN a contact has opted in to a specific subscription

Responder Discussão Analytics Tools Marketing Reports

12 avaliações positivas

2 Respostas

Shiran

Participante | Parceiro Diamante

Maio 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...Leia mais

parisklees on Setembro 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 Leia mais

Responder Idéia Contacts & Companies

111 avaliações positivas

31 Respostas

Shiran

Participante | Parceiro Diamante

Abril 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...Leia mais

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