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cstaffordlena
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コミュニティー参加日： ‎3 5, 2019
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cstaffordlena 5月 04日, 2023
Deals Tracking Activity Past Close Date
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 続きを読む
返信 アイデア Deals
1 いいね！
0 コメント
cstaffordlena 9月 06日, 2022
Print Playbooks as Reference/Training Tool
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 続きを読む
返信 アイデア Playbooks
3 いいね！
1 コメント
cstaffordlena 2月 11日, 2022
Remove deactivated users from dropdown selectors
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 続きを読む
返信 アイデア Users & Teams & Permissions
5 いいね！
2 コメント
解決済み
cstaffordlena 2月 10日, 2022
Remove Deactivated Users from assignment options
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 続きを読む
返信 ディスカッション Enterprise
6 いいね！
11 コメント
cstaffordlena
参加者
2月 11日, 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for the suggestions, however I don't want to remove all mention/trace of deactivated users, however since they are no longer active I don't ha...続きを読む
解決済み
cstaffordlena 2月 10日, 2022
Remove Deactivated Users from assignment options
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 続きを読む
返信 ディスカッション Enterprise
6 いいね！
11 コメント
cstaffordlena
参加者
2月 11日, 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for the suggestions, however I don't want to remove all mention/trace of deactivated users, however since they are no longer active I don't ha...続きを読む
CParmenter 6月 10日, 2021
Association function
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 続きを読む
返信 アイデア Deals
5 いいね！
4 コメント
cstaffordlena
参加者
6月 25日, 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 ...続きを読む
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