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MichelleCardin
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Miembro desde ‎feb 22, 2018
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monmc en May 03, 2017
Update a Meeting description without sending update
When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. Leer más
Responder Idea Integrations Meetings
103 Me gusta
70 Respuestas
MichelleCardin
Participante
May 17, 2019
Absolutely agree there needs to be a way to edit a meeting without sending an update to the client or other meeting attendees. In addition, to taking...Leer más
Resuelta
derric en Enero 22, 2018
Seeing Associated Company properties in contact search
I have contacts that are already assoicated with a company. The assoicated company already has all the information populated from Hubspot Insights Database such as Annual Revenue, Number of Employees, etc. However, when I select the assoicated Leer más
Responder Conversación
3 Me gusta
6 Respuestas
MichelleCardin
Participante
Febrero 05, 2019
I agree. Specifically, since you can only get contacts and export functions from a list (vs a contact search filter) it would be great to be able to ...Leer más
Phildexter en May 31, 2017
Sorting list by associated company
for some reason it's not possible to sort the deals and contacts list by associated company. This would be very useful to group the deals/contacts from one company together while scrolling through the list. ...and since only a single compa Leer más
Responder Idea Contacts & Companies Lists
181 Me gusta
53 Respuestas
MichelleCardin
Participante
Octubre 17, 2018
@jayman , agreed this needs to get done. But for now you can set up a workaround and use a workflow to copy the value from Associated company into t...Leer más
DBowers3 en Junio 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Responder Idea Contacts & Companies
1240 Me gusta
379 Respuestas
MichelleCardin
Participante
Septiembre 20, 2018
This would be a great feature when working with freelance designers or small design firms that work on multiple accounts that our company prints for....Leer más
miracorn en Enero 11, 2018
group scheduling for meetings tool
Pooled availaiblity for the meetings tools. We want to be able to provide one booking link that reflects availability for a team of people. So we would want multiple calendars & availabilities associated with one booking link, so a contact ca Leer más
Responder Idea Meetings
4 Me gusta
3 Respuestas
MichelleCardin
Participante
Agosto 13, 2018
While it is great that you can create a meetings link that shows group availability, it is only for users with sales pro licenses. In our org, sales ...Leer más
Kanefire en Agosto 18, 2017
Ability to Email to List in Sales CRM
Having the ability to create email lists and send mail to entire list at once in Sales CRM would help us tremendously. I am aware this is possible in the marketing side, but it creates issues as it forces interdepartment dependencies that complicate Leer más
Responder Idea Lists
3 Me gusta
7 Respuestas
MichelleCardin
Participante
Julio 30, 2018
While I understand from the responses here that HubSpot does not intend to add the ability to email to a list on the sales side, I do agree that ther...Leer más
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