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ALEasterly
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Member since ‎May 18, 2018
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  • Upvotes Given
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  • Upvotes Received
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Amy Easterly

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Activity

romi on January 05, 2020
Workflow | Allow Re-enrollment based on 'updated in last' trigger
On some properties there is the ability to trigger the workflow based on 'updated in last' x days. However, it is not possible to use this to Re-enroll. It would be exceptionally useful if: 'updated in last' was available for all pro read more
Reply Idea Workflows
67 upvotes
12 Replies
ALEasterly
Contributor
November 15, 2022
Hi Sierra! I'm so excited about this development. I attempted to access the form, but it doesn't allow me to.
meganocolford on October 18, 2019
View/Create Reports based on historical property values
We change Contact Owners as Contacts move through our Sales funnel. This means that at the point where the contact changes owner, there is no way for me to see reports based on how many of each owner's contacts are making this shift. It would be gr read more
Reply Idea Contacts & Companies
90 upvotes
24 Replies
ALEasterly
Contributor
June 23, 2022
This would help us to be able to run reports based on property values at a point in time. I currently use an API to Hubspot to create custom billing ...read more
JoeMayall on January 15, 2021
Conversations Card In Ticket Record
Hey folks! We have a new public beta that shows a conversations card in the sidebar of a ticket. This card helps you see all the conversations associated with this ticket, giving you the full context of the issue.
Reply Idea Conversations Tickets
8 upvotes
3 Replies
ALEasterly
Contributor
May 26, 2021
Oh this will be so helpful!! Sharing with my team. This will actually encourage using tickets vs allowing conversations inbox to get crammed full o...read more
JoeMayall on March 10, 2021
A Cleaner, More Streamlined CRM Record
CRM records now make better use of vertical space to provide more data with less scrolling. We know HubSpot users need to find their data fast so we're surfacing more data to help you do more and scroll less. Collapsible Timeline Activity Ti read more
Reply Idea Contacts & Companies
18 upvotes
6 Replies
ALEasterly
Contributor
May 26, 2021
Would be awesome to be able to multi-select and bulk update associations!
romi on January 05, 2020
Workflow | Allow Re-enrollment based on 'updated in last' trigger
On some properties there is the ability to trigger the workflow based on 'updated in last' x days. However, it is not possible to use this to Re-enroll. It would be exceptionally useful if: 'updated in last' was available for all pro read more
Reply Idea Workflows
67 upvotes
12 Replies
ALEasterly
Contributor
November 15, 2022
Hi Sierra! I'm so excited about this development. I attempted to access the form, but it doesn't allow me to.
Chemique on May 31, 2018
Increased reporting for quotes
We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel lik read more
Reply Idea Products & Quotes Sales Reporting
151 upvotes
49 Replies
ALEasterly
Contributor
May 26, 2021
I'm pretty sure there are quote updates in the works. 🤞 To accomplish: @Chemique wrote: We're a B2B company with an external sales team. On...read more
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