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sockclub_custom
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コミュニティー参加日： ‎9 21, 2018
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  • いいね！した数
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  • いいね！獲得数
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Chloe Ayres

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アクティビティ

fsta 2月 16日, 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 続きを読む
返信 アイデア Contacts & Companies Deals
128 いいね！
74 コメント
sockclub_custom
参加者
9月 25日, 2018
We would love to beta test this!!! Please let us!!
lrn24 1月 02日, 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.
返信 アイデア Tasks
409 いいね！
176 コメント
sockclub_custom
参加者
9月 25日, 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...続きを読む
解決済み
tomer 7月 24日, 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 続きを読む
返信 ディスカッション
78 いいね！
26 コメント
sockclub_custom
参加者
9月 25日, 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...続きを読む
解決済み
tomer 7月 24日, 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 続きを読む
返信 ディスカッション
78 いいね！
26 コメント
sockclub_custom
参加者
9月 25日, 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...続きを読む
stacey926 7月 19日, 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 続きを読む
返信 アイデア Workflows
61 いいね！
13 コメント
sockclub_custom
参加者
9月 25日, 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....続きを読む
AndyPitre 4月 04日, 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 続きを読む
返信 アイデア Deals
1395 いいね！
447 コメント
sockclub_custom
参加者
9月 25日, 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...続きを読む
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