kristusv

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Tom Tracey

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kristusv on Julho 01, 2020

Linking Contacts in Tasks on Company Page

This feels like a small Quality of Life improvement, but currently if you are looking at a task on a company page, there is no way to click a link to the contact associated with that task. You'll have to go to the contacts page and then find that co Leia mais

Responder Idéia CRM Objects (Contacts & Companies & Deals & Tickets) Tasks

3 avaliações positivas

1 Respostas

Solucionado

kristusv on Julho 01, 2020

Linking Contacts in Tasks on Company Page

Responder Discussão Tasks

0 avaliações positivas

1 Respostas

jhearne on Março 03, 2020

Email Template Open List

We are a sales organization and have hundreds of email templates inside of Hubspot. While there are reports that show the overall performance of a template, there is no way to dive into that data and see all the contacts who were sent that template Leia mais

Responder Idéia Lists Snippets & Templates

126 avaliações positivas

28 Respostas

kristusv

Participante

Março 25, 2020

Jason, we are going through the same issue here. The current reporting features don't have any template functionality right now which is a bit di...Leia mais

kristusv on Janeiro 22, 2020

Merge Deals

It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for Leia mais

Responder Idéia Deals

458 avaliações positivas

51 Respostas

Arun_Opto22 on Janeiro 12, 2018

Increase item limit for Team Activity Report

Currently the "Team Activity" report on the Sales Dashboard is limited to 20 items in the feed. It would be nice to be able to make that bigger (user configurable to say, 50 or 100 or unlimited).

Responder Idéia Sales Reporting

59 avaliações positivas

27 Respostas

kristusv

Participante

Agosto 08, 2018

I would definitely like to be able to sort through my and my team's activities, other than just emails. If I could filter and sort through my cal...Leia mais

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