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Brian Guidry

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Activity

bcg on February 09, 2024

Sequence Reporting -> Log Non-Email Replies

As a user, I would like to be able to track the reply rate of multi-channel sequences. Sequences can (and should be built) using different channels to engage customers/prospects. Best practice is to use email, phone calls, linkedin m read more

Reply Idea Sequences

0 upvote

0 Reply

bcg on April 17, 2023

Filter Tasks By Title

As a user, I would like to be able to create a task list that is filtered by the task ‘TITLE.’ Currently, we can filter tasks using the ‘Search task title’ bar but we’re unable to save filtered tasks lists based on the task title.

Reply Idea Tasks

5 upvotes

6 Replies

bcg on December 29, 2022

Show FULL MESSAGE in Sequence Builder

In the sequence builder, users are only shown the intro of the email message to be sent. As a user, I would like to be able to expand the email preview to see the FULL MESSAGE copy without having to click ‘Edit Email’ Thanks!

Reply Idea Sequences

0 upvote

0 Reply

bcg on April 29, 2022

[Forecast Tool] View All Deals With or Without Close Date

As a user, I would like to see all deals in the forecast view regardless whether or not they have a Close Date. Deals currently don’t show up in the forecast view if they don’t have a close date. Why? We used to automatically read more

Reply Idea Sales Reporting

1 upvote

1 Reply

bcg on February 09, 2021

Sales Forecast - Show The 'Next Activity Title'

Hi team! I LOVE the new Sales Forecast tool. Congrats 💥 One suggestion to make this tool even better would be to show the TITLE of the NEXT ACTIVITY associated to each deal. We can see that a next activity is scheduled ('Next Activity Da read more

Reply Idea Sales Reporting

5 upvotes

1 Reply

bcg

Participant

April 09, 2022

We're getting closer...! 😉 We can now see 'Upcoming Tasks' and 'Last Activity Type' on Deal Cards 🙌🏻 Can you please make this ava...read more

ThatChristinaG on August 19, 2021

Welcome to HubFans! (Introduce yourself here)

Welcome! We are so excited to welcome you to HubFans! This group is to help you connect with other advocates, learn from each other, and discover opportunities to highlight your knowledge of HubSpot. In this group, feel free to share yo read more

Reply Discussion

59 upvotes

441 Replies

bcg

Participant

September 27, 2021

Hi team! Brian Guidry here from Pixelz.com. I am a huge Hubspot fan and love all things Revops! 🤓 Cheers, Brian

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