Profil

MichelleCardin
Participant
Membre depuis ‎févr. 22, 2018
  • Solutions
    0
  • Réponses
    4
  • Mentions J'aime ajoutées
    27
  • Mentions J'aime obtenues
    27
  • Idées
    0

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Michelle Cardin

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Activité

monmc le Mai 03, 2017
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. Lire la suite
103 Mentions J'aime
70 Réponses
Participant
Mai 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...Lire la suite
Résolues
derric le Janvier 22, 2018
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 Lire la suite
3 Mentions J'aime
6 Réponses
Participant
Février 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 ...Lire la suite
Phildexter le Mai 31, 2017
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 Lire la suite
181 Mentions J'aime
53 Réponses
Participant
Octobre 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...Lire la suite
DBowers3 le Juin 16, 2017
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
1240 Mentions J'aime
379 Réponses
Participant
Septembre 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....Lire la suite
miracorn le Janvier 11, 2018
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 Lire la suite
4 Mentions J'aime
3 Réponses
Participant
Août 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 ...Lire la suite
Kanefire le Août 18, 2017
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 Lire la suite
3 Mentions J'aime
7 Réponses
Participant
Juillet 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...Lire la suite
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