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JusinP
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Mitglied seit ‎Mär 4, 2019
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mfoldager on Mai 14, 2020
In theory, anyone can make anybody say anything by editing their notes. It should be possible to restrict permissions to only edit own notes - despite the notes being added to a company you own. I am oftentimes leaving notes for my salespeople, Beitrag ansehen
57 Likes
25 Antworten
Teilnehmer/-in
Januar 16, 2024
+ 1 for this, we need to be able at the very least determine if a note should be public or private.
RFrank on Januar 27, 2021
Hi all, I am looking to create a report to view average time spent on my attachements (slide decks and one-pagers) based on the "Prospect just viewed your document 'Document Name' for 2 mins" activity tracker notification. Planning on using this for Beitrag ansehen
Teilnehmer/-in
Juli 07, 2023
Did you end up getting anywhere with this? I'm looking to do a similar thing but i cant seem to find where the document info is stored
EGopaul on Juli 22, 2021
Hi! It would be really great to have personalization tokens available from custom objects within the template creator. We use these templates for sales sequences and would like to be able to customize emails with properties from our custom objects. Beitrag ansehen
Teilnehmer/-in
August 03, 2022
is this not a thing yet? it seems like it should be fairly straight forward we are already doing it in workflows!
HSUser117 on Juli 05, 2019
We would love to be able to exclude AEs from moving deals to a few stages in Sales pipeline. In short, it will be great to have one person, such as our VP of Sales, to be the gatekeeper in deciding which deals should move to Closed Won and the stage Beitrag ansehen
82 Likes
25 Antworten
Teilnehmer/-in
Oktober 04, 2021
100% need this feature, its just a part of the QA that most companies need to do.
JusinP on August 15, 2021
it would be great if we can capture the first meeting date that we had with a prospect, that way when we run reporting we can see from the first meeting to the last meeting how long it took to close the deal.
SarahL on Juli 30, 2018
I'd really like to get a Microsoft Teams integration with messages, so we can respond to messages within Teams. Basically, I just want the Slack integration outlined in this article ( https://knowledge.hubspot.com/articles/kcs_article/conversations/ Beitrag ansehen
366 Likes
128 Antworten
Teilnehmer/-in
Juli 09, 2021
Hey Team, I heard this was in beta testing not long ago? any updates on when it will release?
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