Brucey

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David Leahy

Hey I'm Dave, marketing consultant and founder at Brucey, a specialist B2B Industrial marketing consultancy for manufacturing, engineering and construction businesses.

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Mike-Caliguri on Julho 21, 2022

Remove Attachment limitations

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 Leia mais

Responder Idéia Professional

1 avaliações positivas

1 Respostas

Brucey

Participante | Parceiro Diamante

Dezembro 11, 2022

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...Leia mais

KFrancis18 on Janeiro 28, 2022

Improving Conversations Inbox Search Functionality

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 Leia mais

Responder Idéia Conversations

49 avaliações positivas

15 Respostas

Brucey

Participante | Parceiro Diamante

Dezembro 11, 2022

Agree per original post and some of the comments herein. Additionally, the Filter options on the left side, once you start a Conversation Inbox...Leia mais

kal06g on Julho 19, 2019

Bulk Manage CRM Attachments on Company and Contact Records

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 Leia mais

Responder Idéia Contacts & Companies

247 avaliações positivas

63 Respostas

Brucey

Participante | Parceiro Diamante

Novembro 09, 2022

Yep, had multiple variations of this request from various clients - on Deals and Tickets too. Long, complex sales cycles. Complex customer fault find...Leia mais

Herschel on Maio 09, 2019

Assign Ticket Owner to Associated Conversation

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 Leia mais

Responder Idéia Conversations HubSpot Support Tickets

169 avaliações positivas

60 Respostas

Brucey

Participante | Parceiro Diamante

Outubro 31, 2022

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 ...Leia mais

Herschel on Maio 09, 2019

Assign Ticket Owner to Associated Conversation

Responder Idéia Conversations HubSpot Support Tickets

169 avaliações positivas

60 Respostas

Brucey

Participante | Parceiro Diamante

Outubro 31, 2022

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 ...Leia mais

Herschel on Maio 09, 2019

Assign Ticket Owner to Associated Conversation

Responder Idéia Conversations HubSpot Support Tickets

169 avaliações positivas

60 Respostas

Brucey

Participante | Parceiro Diamante

Outubro 31, 2022

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 ...Leia mais

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