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JCassedy
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Membre depuis ‎août 16, 2018
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  • Mentions J'aime obtenues
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Jack Cassedy

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JCassedy le Août 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 Lire la suite
Répondre Idée Tasks
10 Mentions J'aime
3 Réponses
JCassedy
Membre
Août 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...Lire la suite
JCassedy le Août 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 Lire la suite
Répondre Idée Tasks
10 Mentions J'aime
3 Réponses
JCassedy
Membre
Août 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...Lire la suite
FlywheelKinetic le Novembre 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 Lire la suite
Répondre Idée Sales Reporting
42 Mentions J'aime
12 Réponses
JCassedy
Membre
Janvier 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...Lire la suite
AhsanArif le Janvier 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 Lire la suite
Répondre Idée Sales Reporting
121 Mentions J'aime
49 Réponses
JCassedy
Membre
Janvier 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 ...Lire la suite
joshflightbucks le Avril 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 Lire la suite
Répondre Idée Account Settings
223 Mentions J'aime
118 Réponses
JCassedy
Membre
Octobre 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 ...Lire la suite
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