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DarrenScottUK
Contributor
Member since ‎Apr 22, 2019
  • solutions
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  • Replies
    18
  • Upvotes Given
    307
  • Upvotes Received
    349
  • Ideas
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Darren Scott

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.

Activity

DarrenScottUK on June 07, 2024
When a user logs certain activity types, it would help analysts & the team if an admin could set certain fields to be mandatory i.e. call outcome and direction. This will help teams to collect the info they need and not end up 6 months into the read more
Solved
DarrenScottUK on December 10, 2023
Is there anyway to ensure sales users log meeting notes on the activity or even better when a meeting is logged without any notes that a task is created to remind the activity creator to go back and add notes. However the workflow for task creation read more
DCunningham2 on December 01, 2023
Would love to see AI chat booking calls for leads. We currently use Woosender. Hubspot could easily implement something like this. It would be a game changer.
8 upvotes
3 Replies
Contributor
December 02, 2023
thumbs up, would be great and save even more time.
CVokoun on December 01, 2023
Desperate for an easy-to-pull report that includes the following, just like a Spotify wrapped for our company's HubSpot success.: open and interaction rates for all emails sent Hours spent by our team in the back end Hours spent by people intera read more
Contributor
December 02, 2023
yes this would be great, visually theyre very good and could help offer some previously unknown insights.
DarrenScottUK on November 21, 2023
With the addons of HubSpot AI it would be a real time saver if going forward, when tickets are raised, the AI could summarise this and was then somehow able to suggest a theme of the ticket, this could save agents time as they have to categorise a t read more
0 upvote
0 Reply
ABeian on November 01, 2023
Recently HubSpot released a new tool, the Prospecting Workspace. With that release an exiting tool was modified as well, for worse! The Tasks section used to have a right side panel which showed at a quick glance the current activity status. read more
14 upvotes
12 Replies
Contributor
November 21, 2023
agreed, our users fed this back that the summary was helpful when selecting tasks but now it means they have to make more clicks.
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