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jrwthetreegroup
Participant | Partner
Participant | Partner
Member since ‎Nov 17, 2016
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  • solutions
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  • Replies
    2
  • Upvotes Given
    11
  • Upvotes Received
    285
  • Ideas
    1

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jstahl on November 08, 2017
CRM Deal Import - automatically associate products
Products is new - but data entry for products takes a lot of time - especially when we have excel lists of partners who purchased X products during Y month. With the products feature, the CRM will now automatically calculate the value of the product read more
Reply Idea Deals Products & Quotes
86 upvotes
23 Replies
jrwthetreegroup
Participant | Partner
March 26, 2019
I agree
JeanJones on September 21, 2017
Google My Business posting
Google My Business is a great tool for localized businesses to engage with customers, and people who leave reviews. It would be great to see whether we can integrate this similarly to how we integrated Google Plus (and since they are phasing this o read more
Reply Idea Social Media
158 upvotes
54 Replies
jrwthetreegroup
Participant | Partner
January 22, 2019
Yes please to this feature, especially as Google+ is stopping.
Solved
asgJim on April 14, 2017
Set contact owner with hidden field on form?
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in sa read more
Reply Discussion
3 upvotes
10 Replies
jrwthetreegroup
Participant | Partner
December 10, 2018
Yes please. It's a property in the portal and seems strange why we can't add it in the Forms tool as a simple way to assign leads.
jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
Reply Idea Deals Sales Reporting
270 upvotes
95 Replies
stinhambo on August 01, 2018
Switch to bot when no agents available or outside office hours
I'm playing with the qualification bot that comes with Marketing Starter and there are a couple of things missing that I think should be offered before it's useful - Switching between Messages and Bot depending on business hours/away status o read more
Reply Idea Conversations
97 upvotes
31 Replies
jrwthetreegroup
Participant | Partner
November 21, 2018
Yes please. If somebody is 'available' it would be good to have the option to automatically turn off the Bot then when nobody is available for the Bo...read more
srichter on September 19, 2017
Add and Remove Modules in Email Builder
As a previous Eloqua user (not saying I liked Eloqua by any means) I used to have the ability to add or remove modules from an email when building in the email creator. I find it a little annoying that I have to build a template if I need to swap or read more
Reply Idea Marketing Emails
64 upvotes
33 Replies
jrwthetreegroup
Participant | Partner
September 27, 2018
100% need this. I use plain text marketing emails as part of lead nurturing and I want to send emails that appear to come from different team members...read more
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