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sockclub_custom
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Membre depuis ‎sept. 21, 2018
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Activité

fsta le Février 16, 2017
CRM Deal Import - Automatically Associate with Contacts
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability Lire la suite
Répondre Idée Contacts & Companies Deals
128 Mentions J'aime
74 Réponses
sockclub_custom
Participant
Septembre 25, 2018
We would love to beta test this!!! Please let us!!
lrn24 le Janvier 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Répondre Idée Tasks
408 Mentions J'aime
176 Réponses
sockclub_custom
Participant
Septembre 25, 2018
We would love this! Our sales cycle is very short, so 3 days is even too much for us! Hubspot is great for automation, so I want to make sure that w...Lire la suite
Résolues
tomer le Juillet 24, 2017
Saving an email draft in Hubspot CRM
Hello, I integrated Hubspot with Gmail and was looking for a way to save an email draft before sending it. Sometimes it might take a while to compose the email (as it contains technical information that is gathered for a few days). Therefore, we Lire la suite
Répondre Discussion
75 Mentions J'aime
26 Réponses
sockclub_custom
Participant
Septembre 25, 2018
Hi, @Phil_Vallender ! I echo @tomer 's feeling about wanting to just work out of one window. I understand that there is a work-around, but I wouldn...Lire la suite
Résolues
tomer le Juillet 24, 2017
Saving an email draft in Hubspot CRM
Hello, I integrated Hubspot with Gmail and was looking for a way to save an email draft before sending it. Sometimes it might take a while to compose the email (as it contains technical information that is gathered for a few days). Therefore, we Lire la suite
Répondre Discussion
75 Mentions J'aime
26 Réponses
sockclub_custom
Participant
Septembre 25, 2018
Hi, @Phil_Vallender ! I echo @tomer 's feeling about wanting to just work out of one window. I understand that there is a work-around, but I wouldn...Lire la suite
stacey926 le Juillet 19, 2017
Allow workflow re-enrollment for deal properties
Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly Lire la suite
Répondre Idée Workflows
60 Mentions J'aime
13 Réponses
sockclub_custom
Participant
Septembre 25, 2018
This is so needed! We are working with contacts that have multiple deals going at a time, so automatic triggers based on contact activity are tricky....Lire la suite
AndyPitre le Avril 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Lire la suite
Répondre Idée Deals
1385 Mentions J'aime
447 Réponses
sockclub_custom
Participant
Septembre 25, 2018
I would love this! My top features would include: 1. Are there any tasks assigned to that deal? 2. Is the deal a rush/priority? Could possibly be i...Lire la suite
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