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JusinP
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Membre depuis ‎mars 4, 2019
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  • Réponses
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  • Mentions J'aime ajoutées
    11
  • Mentions J'aime obtenues
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  • Idées
    2

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mfoldager le Mai 14, 2020
Ability to restrict permission to edit/delete other people's notes
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, Lire la suite
Répondre Idée Account Settings
57 Mentions J'aime
25 Réponses
JusinP
Participant
Janvier 16, 2024
+ 1 for this, we need to be able at the very least determine if a note should be public or private.
RFrank le Janvier 27, 2021
Looking to Build a Report For Attachment Tracking
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 Lire la suite
Répondre Discussion Professional Starter
2 Mentions J'aime
3 Réponses
JusinP
Participant
Juillet 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 le Juillet 22, 2021
Custom Object Personalization Tokens in Sequence Templates
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. Lire la suite
Répondre Idée Custom Objects Properties Sequences Snippets & Templates
97 Mentions J'aime
35 Réponses
JusinP
Participant
Août 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 le Juillet 05, 2019
Set user restrictions in specific Deal Stages in the Pipeline
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 Lire la suite
Répondre Idée Account Settings
82 Mentions J'aime
25 Réponses
JusinP
Participant
Octobre 04, 2021
100% need this feature, its just a part of the QA that most companies need to do.
JusinP le Août 15, 2021
Capture First meeting date
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.
Répondre Idée Account Settings Analytics Tools
1 Mention J'aime
1 Réponse
SarahL le Juillet 30, 2018
Microsoft Teams Integration with Conversations
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/ Lire la suite
Répondre Idée Conversations Integrations
366 Mentions J'aime
128 Réponses
JusinP
Participant
Juillet 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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