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purdeyh
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Member since ‎Apr 3, 2017
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Solved
purdeyh on May 01, 2019
chat transcript added to contact
Does anybody know if there is a way to connect a chat transcript to a contact when you receive their email address? the chat doesn't show up in the contacts activity/tasks/email/notes/calls overview. It would be really helpful to have this.
Reply Discussion Conversations
1 upvote
3 Replies
purdeyh
Participant
May 06, 2019
Many thanks, that was quite easy
Solved
purdeyh on May 01, 2019
chat transcript added to contact
Does anybody know if there is a way to connect a chat transcript to a contact when you receive their email address? the chat doesn't show up in the contacts activity/tasks/email/notes/calls overview. It would be really helpful to have this.
Reply Discussion Conversations
1 upvote
3 Replies
purdeyh
Participant
May 06, 2019
Many thanks, that was quite easy
CaitlinRyan on August 24, 2017
Country code drop down for phone number in forms
We need to know the country code of all numbers submitted through our forms. It would be ideal if there was a country code drop down to select from that we could have on our web forms This is what HubSpot has on their forms on their website
Reply Idea Contacts & Companies Forms
208 upvotes
79 Replies
purdeyh
Participant
April 09, 2018
Agreed, this would be very useful. We now ask for the Country so we can search for the country code, but this would be a lot easier.
Solved
purdeyh on April 03, 2017
contacts in cc get 'lead status' automaticaly
Whenever contacts put other/new contacts in the cc, they are created as a new contact in Hubspot. This is a great feature. But these contacts are created as a 'lead'. I think it's better to created them as a different status, for instance as a 'sub read more
Reply Discussion
1 upvote
5 Replies
purdeyh
Participant
April 18, 2017
Thanks Nicole, This is very helpfull! Purdey
Solved
purdeyh on April 03, 2017
contacts in cc get 'lead status' automaticaly
Whenever contacts put other/new contacts in the cc, they are created as a new contact in Hubspot. This is a great feature. But these contacts are created as a 'lead'. I think it's better to created them as a different status, for instance as a 'sub read more
Reply Discussion
1 upvote
5 Replies
purdeyh
Participant
April 18, 2017
Thanks Nicole, This is very helpfull! Purdey
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