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cstaffordlena
Participant
Membre depuis ‎mars 5, 2019
  • Solutions
    0
  • Réponses
    1
  • Mentions J'aime ajoutées
    11
  • Mentions J'aime obtenues
    25
  • Idées
    4

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Caitlyn Stafford

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Activité

cstaffordlena le Mai 04, 2023
Hi - we're having a lot of issue with the fact that HubSpot is logging/tracking activities (emails, calls, etc.) to deals after the deal is already closed. This makes it really hard to look back at a deal and see the relevant detail without scrollin Lire la suite
1 Mention J'aime
0 Réponse
cstaffordlena le Septembre 06, 2022
Our team would like to be able to print a copy of our sales playbooks. This would be really useful in the onboarding/training process for new sales reps, as well as be a good reference tool for existing staff. Currently, there's not a feature to pri Lire la suite
3 Mentions J'aime
1 Réponse
cstaffordlena le Février 11, 2022
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is dea Lire la suite
5 Mentions J'aime
2 Réponses
Résolues
cstaffordlena le Février 10, 2022
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is deac Lire la suite
6 Mentions J'aime
11 Réponses
Participant
Février 11, 2022
Thanks for the suggestions, however I don't want to remove all mention/trace of deactivated users, however since they are no longer active I don't ha...Lire la suite
Résolues
cstaffordlena le Février 10, 2022
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is deac Lire la suite
6 Mentions J'aime
11 Réponses
Participant
Février 11, 2022
Thanks for the suggestions, however I don't want to remove all mention/trace of deactivated users, however since they are no longer active I don't ha...Lire la suite
CParmenter le Juin 10, 2021
Associating logged calls/emails to other contacts, conpanys and deals used to be very easy. The association function was right there above the infomation. It seems a very poor 'update' that this has now been moved so you have to click a little arr Lire la suite
5 Mentions J'aime
4 Réponses
Participant
Juin 25, 2021
Hi - I noticed this change as well and it's really annoying that it's at the bottom of email threads. So if multiple emails that aren't related to a ...Lire la suite
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