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abockler1f
Contributor | Diamond Partner
Contributor | Diamond Partner
Member since ‎Jun 29, 2018
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  • solutions
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  • Replies
    6
  • Upvotes Given
    24
  • Upvotes Received
    59
  • Ideas
    3

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Adam Bockler

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Activity

KBoehmer on August 24, 2023
Deals insights should be added to all Deal Views
I love the new Deals Insights - I would like those same insights to be available in the other Deal Views as well. Not just the default view. This would allow for easy understanding of the stats in the views that are important to me - such as quickly read more
Reply Idea Deals
87 upvotes
25 Replies
abockler1f
Contributor | Diamond Partner
January 08, 2024
I have a client asking me for this, so we'd love to see it for their sake.
abockler1f on March 23, 2022
Import NPS Data From External Source
Hi, we have a client who's been sending out NPS surveys for quite some time. They have a score that is great for their industry, and that's a stat they like to tout. They've recently purchased Service Hub and would like to house all of their read more
Reply Discussion Feedback Surveys Marketing Service
15 upvotes
4 Replies
abockler1f
Contributor | Diamond Partner
June 19, 2023
@laurabren We did not. I think the client was able to pull reports from their private tool, and then at some point, they made a decision to begin u...read more
Belbel on October 05, 2020
Customize the Task types
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
Reply Idea Tasks
628 upvotes
171 Replies
abockler1f
Contributor | Diamond Partner
February 28, 2023
Since I posted a request to this thread, we have also started recommending that our clients use queues. Some have been responsive and some have not. ...read more
Belbel on October 05, 2020
Customize the Task types
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
Reply Idea Tasks
628 upvotes
171 Replies
abockler1f
Contributor | Diamond Partner
February 28, 2023
Since I posted a request to this thread, we have also started recommending that our clients use queues. Some have been responsive and some have not. ...read more
AmandaKendzior on March 25, 2019
Manually mark invoice as paid
We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more
Reply Idea Products & Quotes
97 upvotes
29 Replies
abockler1f
Contributor | Diamond Partner
November 07, 2022
Similar to other users here, we have a client that generates an invoice using the quote feature for their customers. The only reason they generate th...read more
abockler1f on June 15, 2022
Automatically create non-marketing contacts for imported contacts without emails
Hello, we recently imported a list of about 8,000 contacts for a client that's paying for 7,000 marketing contacts. About 3,000 of the contacts imported did not have an email address. Instead of marking contacts without an email as non- read more
Reply Idea Contacts & Companies Marketing Emails Properties
6 upvotes
1 Reply
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