プロフィール

MSnider
メンバー
コミュニティー参加日: ‎5 19, 2023
  • ベストアンサー数
    0
  • 件の返信
    0
  • いいね!した数
    9
  • いいね!獲得数
    6
  • ご意見・ご提案
    1

自己紹介

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Margaret Snider

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

szaney 7月 27日, 2017
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 続きを読む
77 いいね!
26 コメント
メンバー
4月 01日, 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...続きを読む
H1Randerson 12月 05日, 2023
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 続きを読む
メンバー
2月 29日, 2024
Agree - we need to be able to upload an attachment while in the create card!
HelenPantel 3月 23日, 2023
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 続きを読む
144 いいね!
30 コメント
メンバー
2月 19日, 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. ...続きを読む
TTomain 6月 18日, 2021
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 続きを読む
59 いいね!
17 コメント
メンバー
2月 19日, 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...続きを読む
MSnider 2月 12日, 2024
When accessing our sales reps calendars via the "Prospecting" page, I would like to see the details of their meetings vs. just seeing "Busy". Would like to have it open, as a choice, to all; managers; admins - as examples. Prefer to NOT have to le 続きを読む
6 いいね!
1 コメント
R10 8月 27日, 2019
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to 続きを読む
116 いいね!
32 コメント
メンバー
6月 07日, 2023
High priority - we have a centralized sales operations function that creates the quote and need the option to change from 'sender/creater' to 'deal o...続きを読む
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