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beckyschaen
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Mitglied seit ‎Apr 27, 2017
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Becky Schaen

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joeolsen on Mai 03, 2017
Upgraded Zapier zap(s) functionality to include timeline event creation
Hi HS team. I think the vast majority of the world is starting to use things like Zapier to run enterprise workflows and automation and I think everyone agrees that's great for everyone. Unfortunately, there is a key thing missing from the HubSpot C Beitrag ansehen
Antworten Idee Contacts & Companies Integrations
21 Likes
15 Antworten
beckyschaen
Teilnehmer/-in
Juli 24, 2018
@jxlio THANK YOU! This is a huge help. Any chance you know how to add a return in a note? For example, I want the webhook to send it in multiple...Beitrag ansehen
beckyschaen on November 16, 2017
Reminder emails for overdue tasks
Our users using Hubspot CRM free and Sales need the ability to receive a reminder email for overdue tasks. As sales people, they are very busy and the original reminder email gets lost in their inboxes and they often forget about their tasks. If Beitrag ansehen
Antworten Idee Tasks
79 Likes
16 Antworten
Jeffrey_U on März 27, 2017
Better User Management
It would be very nice to have a much better user management. With more options for rights and permissions.
Antworten Idee Account Settings
46 Likes
49 Antworten
beckyschaen
Teilnehmer/-in
August 09, 2017
This doesn't resolve much for us. If we are using teams to control our user permissions, we need to be able to assign a team member to more than one ...Beitrag ansehen
Babel_Gem on Juni 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n Beitrag ansehen
Antworten Idee Contacts & Companies Sales Email Extensions & Add-Ins
205 Likes
91 Antworten
beckyschaen
Teilnehmer/-in
Juni 26, 2017
Our sales team has expressed this complaint on numerous occasions as well.
Jeffrey_U on März 27, 2017
Better User Management
It would be very nice to have a much better user management. With more options for rights and permissions.
Antworten Idee Account Settings
46 Likes
49 Antworten
beckyschaen
Teilnehmer/-in
August 09, 2017
This doesn't resolve much for us. If we are using teams to control our user permissions, we need to be able to assign a team member to more than one ...Beitrag ansehen
ianhill on Mai 04, 2017
Deal Criteria Checklist
What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage. What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the nex Beitrag ansehen
Antworten Idee Deals
127 Likes
41 Antworten
beckyschaen
Teilnehmer/-in
Juni 22, 2017
This is something that we are currently looking to do as well. Many of our steps don't happen in order, so it doesn't make sense to include it as par...Beitrag ansehen
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