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GailB
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コミュニティー参加日： ‎4 16, 2018
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  • ベストアンサー数
    0
  • 件の返信
    4
  • いいね！した数
    26
  • いいね！獲得数
    5
  • ご意見・ご提案
    0

自己紹介

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Gail Bigglestone

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アクティビティ

解決済み
Pauldeming 11月 13日, 2020
Overdue Tasks
Is ther a way to run a report for overdue tasks for a sales team?
返信 ディスカッション Professional
8 いいね！
12 コメント
GailB
参加者
10月 27日, 2021
Thanks @karstenkoehler , have just spent over 30 minutes with HubSpot telling me yet again this isn't possible
解決済み
rocket73h 5月 31日, 2020
Is there a way to add an "Other" option to a multiple checkboxes property?
I've seen this in many other applications. I have a form that includes a multiple checkboxes field. I want to add one at the end of the list called "Other" that has a text field for the user to fill in if none of the checkbox options is suitable. Is 続きを読む
返信 ディスカッション
3 いいね！
3 コメント
GailB
参加者
10月 21日, 2021
Hi Thanks for this idea, I am using a property field in Companies for the sales team to record information. I now have enough examples so I am goin...続きを読む
KarthikC 4月 03日, 2020
Sales Email Reporting
We really need better reporting for sales (one-to-one) emails. Even a basic how many emails were sent & by who, how many opens/clicks in a given span of time are not readily available. By comparison, marketing email metrics and reports are 続きを読む
返信 アイデア Sales Reporting
191 いいね！
47 コメント
GailB
参加者
2月 16日, 2021
All of our Sales Team require this function. When a prospect opens an email they need to be able to see this as soon as possible, but if they are no...続きを読む
palmerij2 2月 21日, 2020
Progressive Form Fields, But For Required Deal Stage Properties Updates
Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties? EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: 続きを読む
返信 アイデア Deals
61 いいね！
19 コメント
GailB
参加者
4月 07日, 2020
This could potentially save hours of work backfilling information, love it love it love it
SHN 8月 16日, 2017
Filtering Customer Contact Activities by HubSpot Owner
As a sales manager, it is critical to be able to filter out and measure only those activities that are done by a salesperson (HubSpot Owner). Presently, this can only be done by inspecting each individual contact and selecting the Filter Timel 続きを読む
返信 アイデア Contacts & Companies Lists Productivity Tools Sales Reporting
26 いいね！
11 コメント
GailB
参加者
6月 01日, 2018
This is a must for us too, HubSpot have assisted with a report and I am due to have a call with them this afternoon to discuss further, but it is a p...続きを読む
KathaHub 2月 19日, 2018
Option to turn off HubSpot Insights on company records
We use the CRM for the German market and unfortunately HubSpot Insights pulls a lot of incorrect data on the company records. In order to avoid manual fixes by our sales team every time a new contact is created, it would be great to have the optio 続きを読む
返信 アイデア Contacts & Companies
59 いいね！
28 コメント
GailB
参加者
6月 01日, 2018
Working in the UK market, whilst appreciate HubSpot is a US company, it is driving us crazy that as soon as we enter the domain name for a company it...続きを読む
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