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robertmaclean
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Member since ‎Apr 1, 2024
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Robert MacLean

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robertmaclean on July 11, 2024
I'd like to create an automated system whereby I can see my customers moving through the stages of a pipeline depending on how far they are into an annual contract, and to be sent a task to touch base with them once they are one month out from renew read more
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robertmaclean on July 09, 2024
We're a small team and we've only been using HubSpot for just under a year. A problem that I foresee growing is that we have our Support Desk which our customers use to seek support. However we also have members of our team outside of the CS team th read more
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Participant
July 11, 2024
Hey! So there are two support emails that are used for our customers (one for the two sets of customers we have). Those are already connected to the ...read more
robertmaclean on July 09, 2024
We're a small team and we've only been using HubSpot for just under a year. A problem that I foresee growing is that we have our Support Desk which our customers use to seek support. However we also have members of our team outside of the CS team th read more
0 upvote
2 Replies
Participant
July 11, 2024
Hey! So there are two support emails that are used for our customers (one for the two sets of customers we have). Those are already connected to the ...read more
robertmaclean on July 09, 2024
Hi HubSpot - the problem I see today is that when it comes to a Contact in HubSpot, and the contact information that is displayed on the left hand side, it is an extremely manual and time consuming process to choose which properties show up. It read more
robertmaclean on July 08, 2024
I would like to see an improvement made to the Automations page when setting up a form. I had set up a CES survey and created an automation to send me an email anytime there was a score from 1-6. After publishing the form, I noticed I wasn't receivi read more
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dylantlederer on January 23, 2020
Hi, It would be great to allow a maximum number of meetings to be booked per day. That way there isn't one day with an incredible number of meetings and another day with none. Say the maximum is five per day, then after five meetings through HubSpo read more
183 upvotes
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Participant
May 15, 2024
For a CRM - this simply has to exist. We can not run an effective support function without being able to have settings like limting calls per rep bei...read more
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