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troelsfeodor
Contributeur de premier rang
Member since ‎Apr 10, 2017
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  • Replies
    4
  • Upvotes Given
    83
  • Upvotes Received
    650
  • Ideas
    7

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mblank on September 14, 2017
Owner assignment for Messages Tool
Route messages to specific Sales Pro users based on the individual Messages created. We have multiple products and sales reps who specialize in each offering. If someone asks a question on a specific product page, we need that chat to be autom read more
Reply Idea Conversations
6 upvotes
23 Replies
Rickhteed
Member
May 07, 2018 05:22
Please, this is crucial for my sales team. No point in using messages fif they can't transfer a chat.
troelsfeodor on September 07, 2017
Report on lead response time
We really need a simple way to report on the time to first contact for our MQLs. Ie. how quickly are they being contacted after they become an MQL, also known as lead response time. This could be really useful as part of the Sales Reporting with read more
Reply Idea Sales Reporting
84 upvotes
27 Replies
Eleven11
Contributeur de premier rang
May 05, 2022 15:12
I think the report is a good step, but we need a lot more flexibility to meet our reporting needs. This report assumes that the start trigger for the...read more
troelsfeodor on September 06, 2017
More advanced logic in contact/company/deal filters
The filters in the contact, company and deal views are too limited. We are really missing more advanced logic like you offer on Marketing Lists. E.g. OR-logic, "has never/ever been", "is before/after property".
Reply Idea Contacts & Companies Deals
39 upvotes
8 Replies
bkeller
HubSpot Product Team
April 16, 2020 04:45
andres on March 10, 2017
Internal links in Documents
Hello! It would be amazing that the software recognize the links in a document. In our proposals we have a PDF that we send to our customers, and into the document you can find links like: "Do you want know more? Click here". Pressing here, th read more
Reply Idea Sales Documents
78 upvotes
41 Replies
spagnotta
Participant
February 10, 2022 05:46
After 4+ years with HubSpot I can't believe this is not possible. Ebooks and guides with hyperlinks are the pillar of a content strategy. I'd love f...read more
Kimberly on February 14, 2017
Get email notifications when a deal changes stages
We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect read more
Reply Idea Deals
47 upvotes
24 Replies
rickm
Participant
May 02, 2018 13:13
Agree with f-b. Need to make it easier for a manager to follow deals automatically. Currently, it seems you have to manually follow each deal, which...read more
waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
304 upvotes
83 Replies
RebeccaNixon
Participant
December 14, 2018 08:48
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more
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