abockler1f

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Adam Bockler

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KBoehmer en Agosto 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 Leer más

Responder Idea Deals

86 Me gusta

25 Respuestas

abockler1f

Colaborador | Partner nivel Diamond

Enero 08, 2024

I have a client asking me for this, so we'd love to see it for their sake.

abockler1f en Marzo 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 Leer más

Responder Conversación Feedback Surveys Marketing Service

15 Me gusta

4 Respuestas

abockler1f

Colaborador | Partner nivel Diamond

Junio 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...Leer más

Belbel en Octubre 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

Responder Idea Tasks

626 Me gusta

170 Respuestas

abockler1f

Colaborador | Partner nivel Diamond

Febrero 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. ...Leer más

Belbel en Octubre 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

Responder Idea Tasks

626 Me gusta

170 Respuestas

abockler1f

Colaborador | Partner nivel Diamond

Febrero 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. ...Leer más

AmandaKendzior en Marzo 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 Leer más

Responder Idea Products & Quotes

97 Me gusta

29 Respuestas

abockler1f

Colaborador | Partner nivel Diamond

Noviembre 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...Leer más

abockler1f en Junio 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- Leer más

Responder Idea Contacts & Companies Marketing Emails Properties

6 Me gusta

1 Respuestas

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