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SMidili
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Mitglied seit ‎Mär 7, 2019
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DHeywood on Juli 14, 2021
Creating new contacts/companies via outlook extension
Currently, if i email a new contact and use the outlook integration to track those contacts in, the contact/companies are automatically created. This creates problems where i have other mandatory fields which are required for data quality purposes w Beitrag ansehen
Antworten Idee Sales Email Extensions & Add-Ins
2 Likes
1 Antwort
SMidili
Teilnehmer/-in
September 14, 2022
I just had to have my sales reps clean up close to a thousand records because first name and last name are required in the app, but not in the Outloo...Beitrag ansehen
SteveA1 on September 24, 2021
Sort sales task list by Associated Contact and Associated Company
Hi. Feature Request: Sort sales task list by Associated Contact and Associated Company. Other columns have the ability to sort by, but those 2 do not and in my mind they are as useful as Due Date sorting, certainly more useful than Title.
Antworten Idee Tasks
8 Likes
3 Antworten
SMidili
Teilnehmer/-in
August 18, 2022
We need this sooooo bad...
SMidili on September 30, 2021
email limitations in a workflow with enrolling in a sequence
I love the fact that I can now enroll contacts in a sequence using a workflow and choose who should the emails come from within HubSpot. However, there is a problem! You can only send out 1K emails per day per sales role. If you exceed this, then Beitrag ansehen
Antworten Idee Workflows
4 Likes
2 Antworten
SMidili on Mai 06, 2021
Create Queues for other users
As an admin, I help create sequences for specific users. In the sequences, there are call, LinkedIn Connection, and Sales Navigator InMail tasks that are assigned to their individual queues. It would be helpful if I, the administrator, can create Beitrag ansehen
Antworten Idee Tasks
0 Likes
0 Antwort
samglenn on September 04, 2019
Marketing Emails / Lists / Workflows / Sales Tools - Folders
For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my Beitrag ansehen
Antworten Idee Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
404 Likes
167 Antworten
SMidili
Teilnehmer/-in
Mai 06, 2021
SOOOOO NEED THIS!!!!!
SMidili on Januar 22, 2021
Use a list of employees to add and remove users
I receive an Excel file from SharePoint every month containing a list of company personnel. Is there a way to automate or import this list, add to HubSpot any new employees that are in the list but not in HubSpot, and remove anyone as a HubSpot use Beitrag ansehen
Antworten Idee Users & Teams & Permissions
0 Likes
1 Antwort
SMidili
Teilnehmer/-in
März 11, 2021
It looks like that a user can also be a contact. We have a list with a filter on it based on email addresses. It would be great if there is some wa...Beitrag ansehen
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