Currently working for Accord Mortgages developing insights for our sales team using CRM & visualising opportunities within Tableau to develop professional meaningful Insights for our sales members and management team.
When logging a meeting within HubSpot or via the app it would be good to also have the ability to log internal notes on these meetings. Currently the option to log internal notes is only available if the meeting is scheduled. However if a meeting is read more
hi, we would like to build a custom report which shows activity from our sales team they have logged only for contacts who have opened a particular marketing email from us. We want to quantify the level of engagements this email has triggered but th read more
Would it be possible to either have more bespoke categoris for the customers industry or a sub category. This would be helpful because stating your in financial services is such a broad insutry that when you use the prospecting agent you get all sor read more
Thanks @mollmann but the link just returns this message, i presume we dont have the necessary account level for this but i know we may do this year...read more
It would be good for a management view to report on the meetings booked by their sales team members and their outcomes similar to when you log a call you can log whther the call was connected, voicemail etc. there is no such function for a meeting t read more
It would be helpful if you could bulk assign contacts to a company record rather than manually assigning each one. i.e. if you have 1000 contacts with @hotmail these wont be assigned to the correct company. We currently havee to manually go through read more
To help show the benefit and usage of snippets it would be beneficial for admins to see the usage of snippets within the portal. This would help to show who is using what snippets and overall if there's any snippets which aren't been used to then al read more
In the build report from scratch you can use custom colours, this should also be available for normal default reports rather then the current colour palette options
Along the toolbar in CRM it would be useful to have a quick access shortcut option to create a company or contact rather than having to go into the contacts or company list. Only a small icon would suffice along the toolbar.
It would be beneficial to be able to trigger a workflow based on the size of a list of contacts, we have lists of contacts based on their subscriptions and to easier highlight milestone signups it would be helpful to use a workflow to notify colleag read more