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ChoAtIron
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Member since ‎Feb 4, 2023
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KDarroch on March 01, 2023
Report on Whatsapp metrics
With the new whatsapp integration it would be great to be able to report on Whatsapp metrics as we do with emails eg. opened, replied, clicked link. Additionally, the ability to use these engagements in a workflow as we would for emails. Thes read more
Reply Idea Conversations Dashboards & Reports Integrations Workflows
37 upvotes
22 Replies
ChoAtIron
Member
August 01, 2024
+ 1 for this idea.
ChoAtIron on July 20, 2023
Change default settings when moving e-mail conversations to another inbox
When we move the conversation from one inbox to another, the default settings of assigning to is "Any One". It is assigning not based on user availability and assigning randomly. Please change to no one.
Reply Idea Conversations
1 upvote
0 Reply
ChoAtIron on July 17, 2023
Add call in journey report
Hello, I could not find option to add call step in journey reports. Found all the other steps that a sales team might do but not having call step doesn't make sense. Please make adding call step in creating journey report. Thank you.
Reply Idea Calling Dashboards & Reports Sales Reporting
0 upvote
1 Reply
ChoAtIron on March 09, 2023
Trial as deal and Deal Merging in HubSpot
Hi all, Since trials are pretty essential to our business, we record trials as custom objects and a life cycle stage as well as deal stages in HubSpot. The thing is when there are different people who participate in the purchasing process. read more
Reply Discussion Enterprise
0 upvote
1 Reply
k8isgreat on June 28, 2017
Automatically associate contact/company records with Deals
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more
Reply Idea Contacts & Companies Deals
353 upvotes
101 Replies
ChoAtIron
Member
February 07, 2023
+1 to this idea. It is 2023 and still not happening 2017 ideas.
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