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Jovial_Jeremy
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Miembro desde ‎dic 10, 2018
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WhoOrderedRice en May 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone Leer más
Responder Idea Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
143 Me gusta
198 Respuestas
Jovial_Jeremy
Colaborador
Febrero 27, 2019
Matt_H, I set up HubSpot for my wife's fast food company where she works as the training manager. They use is to track training and development o...Leer más
SreeBalaji en May 09, 2018
Task Creation & Completion date visibility
Tasks are created to followup any customer on right time. However, we need to track when the task was created and when it was completed. So that, we can analyze the performance of tasks with various customers. Task Creation Date: Task Comp Leer más
Responder Idea Contacts & Companies Tasks
87 Me gusta
27 Respuestas
Jovial_Jeremy
Colaborador
Febrero 08, 2019
There isn't currently a 'completed at' timestamp associated with a task type engagements. This would be extremely helpful to know when a task was com...Leer más
RDD en Julio 27, 2017
Associating tasks with multiple companies and contacts
When creating a task it would be great to be able to associate multiple companies and multiple contacts with the task. At the moment it only allows you to associate one contact and one company with a task. The only way to do it currently is to creat Leer más
Responder Idea Tasks
31 Me gusta
6 Respuestas
Jovial_Jeremy
Colaborador
Enero 28, 2019
There are occasions when one contact has multiple open deals. It's helpful to send the contact a weekly email for all deals. Associating multiple dea...Leer más
AndyPitre en Abril 04, 2017
Search contacts, companies and deals by custom properties
We need the ability to search (not filter) based on custom properties. Use case: I am speaking with someone on LinkedIn and need to find them within the CRM. Her name and email do not give the correct results. If I could search her by Li Leer más
Responder Idea Contacts & Companies
77 Me gusta
44 Respuestas
Jovial_Jeremy
Colaborador
Enero 02, 2019
@SteveArmitage has great idea and it would be very vauluable to add the function to serach for custom properties.
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Jovial_Jeremy en Diciembre 12, 2018
Deal Filter
I'm trying to create a filter that will let me check on any stagnant deals. So for example, if any deals have not moved in the last 30 days. I thought the best way to do this was by creating a filter using LAST MODIFIED DATE, however none of the opt Leer más
Responder Conversación
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5 Respuestas
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