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DarrenScottUK
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Member since ‎Apr 22, 2019
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Darren Scott

Currently working for Accord Mortgages developing MI for our sales team using CRM & Business Objects to develop professional meaningful MI for our sales members and management team.

Activity

DarrenScottUK on April 29, 2022
Workflow to trigger based on the size of a list
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
Reply Idea Workflows
0 upvote
0 Reply
DarrenScottUK on April 01, 2022
If a property is blank don't show in the "About" section
Within the contact panel & the "About" section it would be good to have an option to set for properties that if it is blank then to not appear or if the property could minimise so it doesnt take up as much room. It helps make the panel cleaner f read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
DarrenScottUK on March 20, 2022
Ability to add "Do Not Contact" banner on contact profile
For some contacts there may be various reasons why we wouldnt want to proactively contact i.e. previous complaint or removed from panel etc. It would be good to flag this to the teams easily when they look on a contact record if there was a red icon read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
DarrenScottUK on March 20, 2022
Users to send email to prospects and include personalisation tokens of contact owner
What would be good to have is when sending emails to contacts on behalf of their contact owner to contact their "contact Owner" and we have used the personalisation token to populate this. However it would be really useful to have a field which read more
Reply Idea Marketing Emails
0 upvote
0 Reply
DarrenScottUK on March 06, 2022
Schedule download of reports
Within some dashboards there is a need for some reports to be downloaded and the data interrogated in excel. It would be useful to be able to schedule a download of the daw data rather than having to login to the protal and schedule a download of al read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
DarrenScottUK on March 05, 2022
Track usage of snippets
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
Reply Idea Snippets & Templates
3 upvotes
1 Reply
nc_3manfactory
Contributor | Diamond Partner
March 07, 2022 00:54
I'd go even further and say that adoption reports right across the HubSpot ecosystem would be really helpful for identifying areas for further traini...read more
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