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frnkr
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Member since ‎Apr 23, 2019
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Frank Russi

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Activity

frnkr on June 07, 2023
Improve follow-up task creation with a task type
Our sales team frequently utilizes task queues, which greatly support our sales process, particularly in making outbound calls. The new call window opens promptly as a representative progresses through the queue, making calling directly from the br read more
Reply Idea Tasks
6 upvotes
3 Replies
Solved
frnkr on February 07, 2022
How to automate inbound emails collection
Hi, I get inbound mails from our customers (we use Gmail). If I answer I can create deals, contacts etc from Gmail extension which is handt. However, quite often it would be easier to receive the mail directly to Hubspot and answer from there (e read more
Reply Discussion Connected Email Sales
0 upvote
2 Replies
romi on November 06, 2019
Task Queue | Make the record displayed related to the task
When using Task Queues the object record displayed, i.e. Contact, Company, Ticket, Deal, was the object that the task was created from. Now if a Company record is associated with the Task this will take precedence and the company record will be read more
Reply Idea Tasks
23 upvotes
4 Replies
frnkr
Participant
November 08, 2021
Yes, this is really strange behavior. We might have multiple deals per company and it's frustrating to first figure out which deal task belongs. That...read more
MethodCall on May 23, 2017
Real-World Relationships Between Companies, Contacts, and Locations
Core Premise In a theoretically ideal/perfect CRM, the data that the CRM contains would be a perfect mirror of the relationships/events that exist/take place in the real world. That is to say, the CRM's data/structure would be abstracted from the read more
Reply Idea Contacts & Companies
145 upvotes
60 Replies
frnkr
Participant
October 07, 2021
I really hope this is going to be available in Professional tier too and not for Enterprise only. Thanks. @Dylan any schedule on this and could...read more
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
frnkr
Participant
November 06, 2020
YES, WE NEED THIS!!
Solved
smarcher18 on July 16, 2018
Archiving a Deal Pipeline?
We briefly used a pipeline to manage strategic partnerships but the way we're thinking about this component of our business has changed a bit and we no longer need the pipeline we created. I can't delete the pipeline because their are Closed Won and read more
Reply Discussion
16 upvotes
9 Replies
frnkr
Participant
October 07, 2020
Any link for voting this feature?
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