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CRM6300
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Member since ‎Feb 13, 2018
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Mark Perlow

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Activity

KarthikC on October 05, 2020
Template folders are not visible when you filter by a specific owner
Currently the only way to view template folders is "All" view. When switching to the "Owned by me" view, it only shows the templates, not folders. This makes it hard to keep templates organized. Please include folders I've created in the "Owned by m read more
Reply Idea Snippets & Templates
67 upvotes
17 Replies
CRM6300
Participant
June 21, 2023
I really need this to maximize templates. Please add!
Mary_Cheney on March 17, 2017
Task Priority Status
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
Reply Idea Tasks
85 upvotes
83 Replies
CRM6300
Participant
November 06, 2018
This is urgent, can we please have this asap!
seobrien on November 29, 2016
More efficient way to find and merge duplicate contacts
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
Reply Idea Contacts & Companies
584 upvotes
143 Replies
CRM6300
Participant
October 16, 2018
It is crazy, we really need this feature in HS. The third parties tools are a pain to use.
seobrien on November 29, 2016
More efficient way to find and merge duplicate contacts
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
Reply Idea Contacts & Companies
584 upvotes
143 Replies
CRM6300
Participant
October 16, 2018
It is crazy, we really need this feature in HS. The third parties tools are a pain to use.
Kim_GP on July 24, 2017
Customize the close date in deals
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
Reply Idea Deals
333 upvotes
140 Replies
CRM6300
Participant
February 20, 2018
Yes, our company also would like the option to either shut off the default close date or at least be able to choose our own default timeline.
troelsfeodor on May 04, 2017
Handle inbound / incoming calls in HubSpot
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
Reply Idea Calling
489 upvotes
142 Replies
CRM6300
Participant
February 13, 2018
This is tremednously needed. This was something we took for granted when we used the Outlook App for Iphone. Please focus on this and get it up and ...read more
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