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JCassedy
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Member since ‎Aug 16, 2018
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  • Upvotes Given
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  • Upvotes Received
    16
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Jack Cassedy

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JCassedy on August 02, 2019
Task Pop-Out Window to Contain Notes, Emails, Call Info for Context
I find that I get severely sidetracked when I use the tasks on the Tasks page . I click the task, then click usually into contact or the deal, then review my notes and previous communications, then make my call or fulfill my to do, but then I feel read more
Reply Idea Tasks
10 upvotes
3 Replies
JCassedy
Member
August 15, 2019
krispag, I was hoping for something more like a mini, distilled activity feed like you would find on a contact, company, and deal record. The basic n...read more
JCassedy on August 02, 2019
Task Pop-Out Window to Contain Notes, Emails, Call Info for Context
I find that I get severely sidetracked when I use the tasks on the Tasks page . I click the task, then click usually into contact or the deal, then review my notes and previous communications, then make my call or fulfill my to do, but then I feel read more
Reply Idea Tasks
10 upvotes
3 Replies
JCassedy
Member
August 15, 2019
krispag, I was hoping for something more like a mini, distilled activity feed like you would find on a contact, company, and deal record. The basic n...read more
FlywheelKinetic on November 30, 2017
Form Submission Response Time
There should be a way that would allow us to measure the response time of a form submission. This would help Sales Management measure the effectiveness of follow-up efforts of their Sales Associates. For example, a form is submitted by the custome read more
Reply Idea Sales Reporting
42 upvotes
12 Replies
JCassedy
Member
January 22, 2019
I agree completely. They have last contacted, but not first contacted (by salesperson). I was flabbergasted to find out that this report is not an ou...read more
AhsanArif on January 15, 2019
Lead Response Time - First Contact Date
We need to have a feature in Hubspot to measure Sales Response Time from when the lead is created and first contacted. Hubspot currently has Last Contact Date, however, the First Contact Date property is missing. It will be an excellent addition to read more
Reply Idea Sales Reporting
121 upvotes
49 Replies
JCassedy
Member
January 22, 2019
I agree. I am trying to create this report right now and I'm flabbergasted to see that it does not exist and is not possible (without a deal). I ...read more
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
Reply Idea Account Settings
223 upvotes
118 Replies
JCassedy
Member
October 04, 2018
We need this feature too. We want the Contacts and Companies to be universally viewable for all of our users, but only allow a user to see their own ...read more
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