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emurray
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azalaquett on Oktober 09, 2020
Allow custom email activity association with Deals via Outlook
Ok, HubSpot! You've done it for your Gmail users - and your Outlook users would greatly appreciate some love. Please create the ability when sending an email via an Outlook connected Sales inbox to CHOOSE which Deals the email gets associated to. Beitrag ansehen
Antworten Idee Sales Email Extensions & Add-Ins
58 Likes
45 Antworten
emurray
Mitglied
Mai 20, 2019
We want to have the ability to log our incoming emails to deals (and other records), directly from Outlook. Ideally, we'd like to have an "associate...Beitrag ansehen
Ian1099 on Februar 13, 2019
Prevent Users from Deleting Contacts
Currently the setting for users to edit contacts is an all or nothing deal. If you want your users to be able to edit a contact's phone number they also get permission to delete it. Would be awesome if you could remove a user's ability to delet Beitrag ansehen
Antworten Idee Account Settings Contacts & Companies
148 Likes
57 Antworten
emurray
Mitglied
Mai 13, 2019
We need to be able to restrict who has permission to delete deals. This needs to be separated from the permission to edit a deal, as many people may ...Beitrag ansehen
virginiam on November 07, 2017
Calculate and Report on the Time between Two Properties
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the Beitrag ansehen
Antworten Idee Contacts & Companies Sales Reporting
539 Likes
181 Antworten
emurray
Mitglied
März 22, 2019
I'd like to echo something from the developer forum: We would like (read: need) to be able to track time spent in ticket stage, the same way we c...Beitrag ansehen
CCIlumia on Juni 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Antworten Idee Products & Quotes
875 Likes
432 Antworten
emurray
Mitglied
März 13, 2019
Agreed! We'd like to be a ble to edit the properties that are on this quote pretty extensively, so that it can accurately reflect our current quoting...Beitrag ansehen
WhoOrderedRice on Mai 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone Beitrag ansehen
Antworten Idee Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
143 Likes
198 Antworten
emurray
Mitglied
März 13, 2019
Agreed, you should be able to change whether or not you want that information automatically associated with a deal.
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