schesley

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Shannon Chesley

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samglenn on Novembro 05, 2019

Mass Importing Tasks

We would love to ability to mass import a group of contacts that all need the same task assigned to their contact owners. A good example of a need for this would be when we receive a list of new clients. As we're importing these, it would be great t Leia mais

Responder Idéia Contacts & Companies Tasks

13 avaliações positivas

3 Respostas

schesley

Participante

Abril 16, 2021

+1 we would also find it very helpful for Hubspot to allow this type of data import as well. We hold many webinars (2+ per month) with hundreds of co...Leia mais

bkinnard on Janeiro 09, 2020

Import Tasks & create recurring tasks

I could really use the ability to import tasks into the CRM and to create tasks to be recurring. This would allow our team manager to set up the tasks for projects that happen on a regular basis and monitor progress to make sure things don't get dr Leia mais

Responder Idéia Tasks

20 avaliações positivas

4 Respostas

schesley

Participante

Abril 16, 2021

+1 we would also find it very helpful for Hubspot to allow this type of data import as well. We hold many webinars (2+ per month) with hundreds of co...Leia mais

CCIlumia on Junho 12, 2018

Customize Quote template/appearance

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks

Responder Idéia Products & Quotes

875 avaliações positivas

432 Respostas

schesley

Participante

Maio 06, 2020

Any update on this?

Siddall on Junho 22, 2017

Define our Fiscal Year / Quarters

We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no Leia mais

Responder Idéia Lists Sales Reporting

282 avaliações positivas

170 Respostas

schesley

Participante

Fevereiro 27, 2020