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ClemenceP
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Member since ‎Dec 21, 2023
  • solutions
    0
  • Replies
    3
  • Upvotes Given
    76
  • Upvotes Received
    8
  • Ideas
    1

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Clémence Pelletier

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Activity

809CharlieTango on August 30, 2017
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more
249 upvotes
96 Replies
Participant
May 29, 2024
Amazing idea ! We desperately need this.
BRogers0 on April 26, 2024
Currently in the 'owned by me' section of the customer success portl, it won't allow us to edit the columns that show.
Participant
May 29, 2024
Greatly needed !
BRogers0 on April 26, 2024
The new customer success is great, however our team uses a custom object to manage their Customer Success Initiatives, It would be good to allow custom object pipelines in the pipeline section, and perhaps to restrict which pipelines are show read more
2 upvotes
1 Reply
Participant
May 29, 2024
Great idea ! Our customer success team doesn't use deals, but a custom object and its pipeline. It would be great for them to access it from the work...read more
Solved
ClemenceP on May 16, 2024
Hello ! I'm trying to use the Customer Success Workspace in BETA , and it looks great ! I wanted to implement it for our Account Managers, to follow up on their Enterprises and monitor activities. Right now, they have Sales Subscription and not read more
0 upvote
2 Replies
Participant
May 29, 2024
@karstenkoehler Hello ! Thanks for your answer ! We're gonna look into service seats for this team then. Best regards
Solved
ClemenceP on May 16, 2024
Hello ! I'm trying to use the Customer Success Workspace in BETA , and it looks great ! I wanted to implement it for our Account Managers, to follow up on their Enterprises and monitor activities. Right now, they have Sales Subscription and not read more
0 upvote
2 Replies
Participant
May 29, 2024
@karstenkoehler Hello ! Thanks for your answer ! We're gonna look into service seats for this team then. Best regards
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
510 upvotes
152 Replies
Participant
May 07, 2024
We need this so bad ! It's already possible with Zapier, why is it not in Workflows ?
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