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cstaffordlena
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Caitlyn Stafford

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cstaffordlena on Maio 04, 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 Leia mais
Responder Idéia Deals
1 avaliações positivas
0 Respostas
cstaffordlena on Setembro 06, 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 Leia mais
Responder Idéia Playbooks
3 avaliações positivas
1 Respostas
cstaffordlena on Fevereiro 11, 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 Leia mais
Responder Idéia Users & Teams & Permissions
5 avaliações positivas
2 Respostas
Solucionado
cstaffordlena on Fevereiro 10, 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 Leia mais
Responder Discussão Enterprise
6 avaliações positivas
11 Respostas
cstaffordlena
Participante
Fevereiro 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for the suggestions, however I don't want to remove all mention/trace of deactivated users, however since they are no longer active I don't ha...Leia mais
Solucionado
cstaffordlena on Fevereiro 10, 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 Leia mais
Responder Discussão Enterprise
6 avaliações positivas
11 Respostas
cstaffordlena
Participante
Fevereiro 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...Leia mais
CParmenter on Junho 10, 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 Leia mais
Responder Idéia Deals
5 avaliações positivas
4 Respostas
cstaffordlena
Participante
Junho 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 ...Leia mais
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