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VCunningham
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Member since ‎Jan 2, 2024
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Vicki Cunningham

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Belbel on October 05, 2020
Customize the Task types
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
Reply Idea Tasks
704 upvotes
188 Replies
VCunningham
Member
May 14, 2024
Just make it flexible: give us the power to create our own task types. Every business is different. We want specific tasks to be completed as part of...read more
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
12 upvotes
11 Replies
VCunningham
Member
May 10, 2024
We want to save a task view for our sales team based on task title, so they can easily see a specific, urgent type of task. Please enable this!
SVeerapur on May 11, 2023
Enable click to call on contact dashboard
Inside sales person job becomes hard to visit each contact page and call by clicking on the phone button. Enabling rich text would make thier job easier. By clicking on the number of contact dashbord and placing the call, without getting into ea read more
Reply Idea Calling
4 upvotes
4 Replies
VCunningham
Member
April 30, 2024
There are many different posts in the community all asking for the same functionality. Hubspot: this is really important!
nina on March 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Reply Idea Workflows
206 upvotes
94 Replies
VCunningham
Member
April 22, 2024
We are just about migrate our sales team to Hubspot. (This thread is making me nervous though :D). Our workaround plan is to create a fake team (e.g....read more
nina on March 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Reply Idea Workflows
206 upvotes
94 Replies
VCunningham
Member
April 22, 2024
We are just about migrate our sales team to Hubspot. (This thread is making me nervous though :D). Our workaround plan is to create a fake team (e.g....read more
LCunningham1 on September 13, 2023
CSAT Survey Reporting
Allow CSAT surveys to be reported in line with the tickets they were sent following. We have the ability to connect CSAT survey to a closed ticket, but the survey report cannot show any ticket data as it doesn't have association with ticket propert read more
Reply Idea Feedback Surveys
24 upvotes
5 Replies
VCunningham
Member
March 06, 2024
100% agree. This is basic reporting functionality, especially being able to report CSAT by ticket owner.
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