Profil

BrianR
Participant
Membre depuis ‎mai 11, 2018
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  • Solutions
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  • Réponses
    2
  • Mentions J'aime ajoutées
    2
  • Mentions J'aime obtenues
    114
  • Idées
    1

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Activité

Invorio le Mai 24, 2017
Sync Tasks with Calendar (Google/Outlook)
When I schedule a task (eg call) I'd like a check box to show the task in Google Calendar (like meetings, but without mailing the contact).
Répondre Idée Integrations Tasks
700 Mentions J'aime
241 Réponses
BrianR
Participant
Avril 24, 2020
A CRM without full and proper task management is useless. To say take 30-40 daily calls and or tasks and not be able to put them in any functional or...Lire la suite
michaelk le Janvier 17, 2017
Configure caller ID name
It's great that we can apply our phone number to the outgoing caller ID in the CRM, but the ability to add our company name as well would be even more helpful.
Répondre Idée Calling
82 Mentions J'aime
21 Réponses
BrianR
Participant
Novembre 13, 2019
It doesn't make sense that the company name doesn't sho when making a call through Hubspot. Even on personal calls if I don't know who it is I don't ...Lire la suite
anna_henwood le Février 04, 2019
Bring Notifications Muting Feature to New Activity Feed
In the old activity feed for all notifications, I was able to mute specific events after one or more notification arrived. I'm not able to in the new version. For example, after Jane opened X email and I was notified, I had the option in the d Lire la suite
Répondre Idée Activity Feed
59 Mentions J'aime
45 Réponses
BrianR
Participant
Juillet 10, 2019
Ditto... big time...
anna_henwood le Février 04, 2019
Bring Notifications Muting Feature to New Activity Feed
In the old activity feed for all notifications, I was able to mute specific events after one or more notification arrived. I'm not able to in the new version. For example, after Jane opened X email and I was notified, I had the option in the d Lire la suite
Répondre Idée Activity Feed
59 Mentions J'aime
45 Réponses
BrianR
Participant
Juillet 10, 2019
Ditto... big time...
Invorio le Mai 24, 2017
Sync Tasks with Calendar (Google/Outlook)
When I schedule a task (eg call) I'd like a check box to show the task in Google Calendar (like meetings, but without mailing the contact).
Répondre Idée Integrations Tasks
700 Mentions J'aime
241 Réponses
BrianR
Participant
Avril 24, 2020
A CRM without full and proper task management is useless. To say take 30-40 daily calls and or tasks and not be able to put them in any functional or...Lire la suite
Mary_Cheney le Mars 17, 2017
Task Priority Status
Would love to see an option when creating tasks to assign an urgency level. It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they ca Lire la suite
Répondre Idée Tasks
85 Mentions J'aime
83 Réponses
BrianR
Participant
Novembre 16, 2018
I think this is a great idea. Task prioritization is critical and it's as easy as being able to have a drop down field... one which can be edited. Le...Lire la suite
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