Hey I'm Dave, marketing consultant and founder at Brucey, a specialist B2B Industrial marketing consultancy for manufacturing, engineering and construction businesses.
In the Conversation Inbox, there are set file types that can be attached, even when uploading them. This makes no sense. We are a software company where we send "license files" and customer configurations (think of ini files) to our clients. Most al read more
We have this exact same scenario - also with a Software company.
@Mike-Caliguri were you able to find any other Ideas Forum posts on this to...read more
Search function in conversations is not currently very useful for anything other than searching by a known/exact email address. It would be great to improve the functionality to include: Searchability within both conversations AND the internal com read more
Agree per original post and some of the comments herein.
Additionally, the Filter options on the left side, once you start a Conversation Inbox...read more
We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at read more
Yep, had multiple variations of this request from various clients - on Deals and Tickets too. Long, complex sales cycles. Complex customer fault find...read more
Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate t read more
Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...read more
Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate t read more
Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...read more
Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate t read more
Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...read more