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MSnider
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Member since ‎May 19, 2023
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Margaret Snider

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Activity

rvzello on December 11, 2020
Integrate Playbook with Hubspot Outgoing Call
When a Hubspot user places an outbound call from Hubspot, it opens the call pane with the option to take notes, record, etc. Then separately, if a playbook is activated, a separate pane opens up and offers the ability to log a call. As a result, read more
Reply Idea Calling Playbooks
41 upvotes
8 Replies
MSnider
Participant
November 08, 2024
Was setting up playbooks and now CANNOT implement if it requires us to have TWO activities when leveraging Hubspot Calling - makes you have to choose...read more
AndreaMolinaro on May 26, 2023
Hiding Inactive Products
There should be a way to limit what reps can select from in the product library. The property exists for Currently Active - Yes/No. But, it doesn't do anything. When a product is discontinued I can't delete it from the library, but I should be ab read more
Reply Discussion Enterprise
19 upvotes
3 Replies
MSnider
Participant
June 12, 2024
Hiding inactive products is critical. As more time has passed since the improvements of products in general - and the increased usage - this enhance...read more
szaney on July 27, 2017
Please give me an option to ONLY send plain text emails
The plain text template helps, but it still looks like an HTML email, because it has a box around the text. I need an email to look like my sales guy just fired it off. Your own data suggests that plain text gets better results than HTML, so I canno read more
Reply Idea Marketing Emails
83 upvotes
31 Replies
MSnider
Participant
April 01, 2024
This is critical to our business. It requires us to use alternative software to accomplish plain text and as a result - hubspot is not meeting all o...read more
H1Randerson on December 05, 2023
Add Attachments During Object Record Creation
It would be helpful to be able to add an attachment from the "Create [Object]" record form. Currently, when creating an object record (i.e. a ticket), users must create the object record, go into the new record, and then attach the file. It would st read more
Reply Idea Activity Feed Contacts & Companies Custom Objects Deals File Manager Tickets
6 upvotes
4 Replies
MSnider
Participant
February 29, 2024
Agree - we need to be able to upload an attachment while in the create card!
HelenPantel on March 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on read more
Reply Idea Sales Reporting
194 upvotes
44 Replies
MSnider
Participant
February 19, 2024
Our use case is that we have sales engineering resources that we need to report how many meetings they attend vs. their own activity/productivity. ...read more
TTomain on June 18, 2021
Filter Report by Meeting Attendees
We should be able to filter our reports by attendees of a meeting. The Attendee field is already in HS, and so are the meetings. Instead of reporting on all 100's/1000's of meeting attendees I would love to be able to filter it to just 5 or so spe read more
Reply Idea Dashboards & Reports
71 upvotes
20 Replies
MSnider
Participant
February 19, 2024
Our use case is that we have sales engineering resources that we need to report how many meetings they attend vs. their own activity/productivity. S...read more
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