richardwalsh

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Avaliações positivas recebidas
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Richard Walsh

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jmoss on Novembro 12, 2019

Using workflows to autocreate quotes

I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.

Responder Idéia Products & Quotes

382 avaliações positivas

127 Respostas

richardwalsh

Participante | Parceiro Platinum

Junho 14, 2022

yes please. Without this, the quotes workflows options are quite limited.

richardwalsh on Março 03, 2022

Knowledge Base: Smart Content Enabled Articles

In a world where businesses operate at a global level, and are providing instruction where information may be regulated and different per country, we need the ability to have content change and adapt to the viewer's location. At first, I thought th Leia mais

Responder Idéia Knowledge Base

18 avaliações positivas

2 Respostas

Brandonbaker on Setembro 17, 2018

Multiple Knowledge Bases

The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) Leia mais

Responder Idéia Knowledge Base

765 avaliações positivas

214 Respostas

richardwalsh

Participante | Parceiro Platinum

Março 03, 2022

At the enterprise level, with multiple brands and the new Business Unit addon, this is an absolute must.

Rianne on Março 08, 2019

Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM

Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to Leia mais

Responder Idéia Meetings

729 avaliações positivas

404 Respostas

richardwalsh

Participante | Parceiro Platinum

Outubro 21, 2020

We have multiple clients that would love this, and need it asap before they start looking at other platforms.

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rohansdeeson on Agosto 05, 2020

Customize Breadcrumb output

So We are generating a breadcrumb from our main menu like so. {% menu "breadcrumb" id=32386756055, site_map_name='Main Menu', overrideable=False, root_type='breadcrumb', flyouts='false', max_levels='4', flow='horizontal', label='Advanced Menu' %} Leia mais

Responder Discussão Hubl

0 avaliações positivas

9 Respostas

richardwalsh

Participante | Parceiro Platinum

Outubro 20, 2020

This worked perfectly!

StaceyM on Abril 27, 2017

User specific time zones

I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.

Responder Idéia Account Settings

664 avaliações positivas

225 Respostas

richardwalsh

Participante | Parceiro Platinum

Julho 13, 2020

This is a huge missing, especially on Enterprise level accounts with multiple marketing teams across the country.

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