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jrwthetreegroup
Teilnehmer/-in | Partner
Teilnehmer/-in | Partner
Mitglied seit ‎Nov 17, 2016
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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 Beitrag ansehen
Antworten Idee Deals Products & Quotes
86 Likes
23 Antworten
jrwthetreegroup
Teilnehmer/-in | Partner
März 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 Beitrag ansehen
Antworten Idee Social Media
166 Likes
54 Antworten
jrwthetreegroup
Teilnehmer/-in | Partner
Januar 22, 2019
Yes please to this feature, especially as Google+ is stopping.
Gelöst
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 Beitrag ansehen
Antworten Diskussion
3 Likes
10 Antworten
jrwthetreegroup
Teilnehmer/-in | Partner
Dezember 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 Beitrag ansehen
Antworten Idee Deals Sales Reporting
274 Likes
98 Antworten
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 Beitrag ansehen
Antworten Idee Conversations
98 Likes
31 Antworten
jrwthetreegroup
Teilnehmer/-in | 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...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Marketing Emails
64 Likes
33 Antworten
jrwthetreegroup
Teilnehmer/-in | 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...Beitrag ansehen
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