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CRM6300
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Member since ‎Feb 13, 2018
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Activity

Mary_Cheney on March 17, 2017
Would love to see an option when creating tasks to assign an urgency level. It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they ca read more
85 upvotes
82 Replies
Participant
September 30, 2021
@sjudson Only being able to set a priority to High or None isn't sufficient IMO. I'm taking my cue from this great article published by HubSpot...read more
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
574 upvotes
142 Replies
Key Advisor
January 13, 2022
@Dylan Can we take this one step higher and offer duplicate flags with the ability to review and merge within the actual contact record as well?
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
574 upvotes
142 Replies
Key Advisor
January 13, 2022
@Dylan Can we take this one step higher and offer duplicate flags with the ability to review and merge within the actual contact record as well?
Kim_GP on July 24, 2017
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
332 upvotes
140 Replies
Participant
June 13, 2022
Regarding the Custom rolling date, we cannot set it to 0 days from deal creation. This is frustrating for companies who sell items online and have no...read more
troelsfeodor on May 04, 2017
We currently have to use a service like Aircall to handle the inbound calls, which is not ideal. When you do the outbound calling from Hubspot it would make sense to also be able to handle the inbound calls and get them properly tracked, recorded, e read more
484 upvotes
141 Replies
Member
September 22, 2022
Totally agree with the author. Initially, our team was very excited about testing Hubspot Calling, especially if it could replace our current ...read more
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