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beckyschaen
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コミュニティー参加日： ‎4 27, 2017
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  • 件の返信
    3
  • いいね！した数
    14
  • いいね！獲得数
    84
  • ご意見・ご提案
    1

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Becky Schaen

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アクティビティ

joeolsen 5月 03日, 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 続きを読む
返信 アイデア Contacts & Companies Integrations
21 いいね！
15 コメント
beckyschaen
参加者
7月 24日, 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...続きを読む
beckyschaen 11月 16日, 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 続きを読む
返信 アイデア Tasks
79 いいね！
16 コメント
Jeffrey_U 3月 27日, 2017
Better User Management
It would be very nice to have a much better user management. With more options for rights and permissions.
返信 アイデア Account Settings
46 いいね！
49 コメント
beckyschaen
参加者
8月 09日, 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 ...続きを読む
Babel_Gem 6月 21日, 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 続きを読む
返信 アイデア Contacts & Companies Sales Email Extensions & Add-Ins
205 いいね！
91 コメント
beckyschaen
参加者
6月 26日, 2017
Our sales team has expressed this complaint on numerous occasions as well.
Jeffrey_U 3月 27日, 2017
Better User Management
It would be very nice to have a much better user management. With more options for rights and permissions.
返信 アイデア Account Settings
46 いいね！
49 コメント
beckyschaen
参加者
8月 09日, 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 ...続きを読む
ianhill 5月 04日, 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 続きを読む
返信 アイデア Deals
127 いいね！
41 コメント
beckyschaen
参加者
6月 22日, 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...続きを読む
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