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KateElizabeth
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Miembro desde ‎mar 30, 2018
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KateElizabeth en Junio 16, 2022
Choose which form(s) create a contact record
It would be helpful for the forms to have an option in the form itself, to choose wheter or not the form(s) submissions will create contact records. Currently, I believe it is a global setting having the acct admin choose either all or none. Thanks! Leer más
Responder Idea Forms
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KateElizabeth en Junio 16, 2022
Choose which form(s) create a contact record
It would be helpful for the forms to have an option in the form itself, to choose wheter or not the form(s) submissions will create contact records. Currently, I believe it is a global setting having the acct admin choose either all or none. Thanks! Leer más
Responder Idea Contacts & Companies Forms
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Msyvrais en Septiembre 02, 2021
Bulk assign tasks to contact owner from list view
Being able to bulk assign tasks to employees from the list view (example - these emails are bounced please review) then assign to contact owner!
Responder Idea Contacts & Companies Lists
5 Me gusta
2 Respuestas
KateElizabeth
Colaborador
Junio 16, 2022
YES please:) I've been meaning to post this idea for a year lol! For example, it'd be great if I upload a lead list from a trade show, and can assign...Leer más
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IGI en Abril 01, 2019
Link Deals to Campaigns
For those using both the marketing and sales platforms, why isn't there a clear way to link a deal back to a campaign? It seems like it should be obvious in linking marketing efforts to sales deals.
Responder Conversación Campaign Analytics
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15 Respuestas
KateElizabeth
Colaborador
Marzo 15, 2021
One reason I can come up with is as far as my company is concerened, is that if, for example, a customer clicks on an email, and maybe then attends a...Leer más
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GaryTesta en Octubre 15, 2020
Document Download Tracking - How to do it right?
We have an extensive library of downloadable PDF documents. Things like datasheets, technical briefs, system models, etc. Today we ask for name, email address and an area of interest as well as if the are ok with us pushing out our news letters an Leer más
Responder Conversación Documents File Manager Forms Professional
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5 Respuestas
KateElizabeth
Colaborador
Enero 19, 2021
We have Sales Hub Pro and Marketing Hub Starter and want to create tracked links to share documents without having to put an email address. Is there ...Leer más
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schwami en Octubre 25, 2019
How to share a document link without needing to provide email addresses
I want to create a shareable link for a document but don't yet know who will click on it. Hubspot asks me to incude an email address for the person who will click on it. Do I need the email address of every person who will click on it or can I just Leer más
Responder Conversación Documents
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7 Respuestas
KateElizabeth
Colaborador
Enero 19, 2021
I'm also wondering this. I can't believe you have to add an email address. Why can't there be a "share link" that's trackable, and an option to requi...Leer más
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