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mcnest
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Member since ‎Feb 2, 2019
  • solutions
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  • Replies
    2
  • Upvotes Given
    29
  • Upvotes Received
    4
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Michael Church

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Activity

CScavone on January 18, 2022
Allowing for an additional feature that would allow users to store PII. We are in the financial services sector and using hubspot as as CRM is limited due to the fact we cannot store common information that we need such as our clients account number read more
11 upvotes
8 Replies
Member
July 28, 2022
Definitely would be a helpful feature!
Solved
DanielK on July 12, 2018
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
14 upvotes
36 Replies
Community Manager
May 06, 2022
Hi @LColeman0 , Thanks for your feedback. I would recommend posting this feedback to our ideas forum ( here ). The Ideas Forum is monitor...read more
kreiner2006 on September 04, 2019
We have many scripts and calls that can have a number of outcomes. I would like to be able to click on the appropriate scenario during the call to take me to the next playbook that follows my script. Otherwise I feel like the playbook is lengthy.
9 upvotes
3 Replies
Contributor | Diamond Partner
March 17, 2021
Branching would be better but this is better than nothing.
Solved
DanielK on July 12, 2018
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
14 upvotes
36 Replies
Community Manager
May 06, 2022
Hi @LColeman0 , Thanks for your feedback. I would recommend posting this feedback to our ideas forum ( here ). The Ideas Forum is monitor...read more
MG on May 05, 2017
Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more
288 upvotes
103 Replies
Contributor
June 24, 2021
Such a bummer, that it is not available in other plans. We are having a professional plan with several reps and this basic functionality is not for u...read more
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