Filter settings for Daily Prospects email by country and state
We have multiple U.S. sales reps and account managers along with multiple international sales reps. Having the ability to have each person set filters/parameters for what their personal Daily Prospect Digest email shows would be very helpful and would make the Hubspot Prospect tool more user friendly, more appealing and would actually serve a purpose to our global sales team.
Hey guys – we now have the ability in the prospects tool in the CRM to filter down companies each user gets notified about. The notifications can either be a realtime Sidekick notification or a daily email.
If you’d like to be included in the beta for this feature, please shoot me an email at firstname.lastname@example.org.
This looks like a repeat of https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/6323483-customize-the-prospect-notification-by-region-and. Can HubSpot combine these into 1 Idea so the Votes are totaled?
I have told my sales team to not even receive the Daily Digest email now because it doesn't provide any value. :(
Mike Schneider commented
Very much agree with this--the tool is pretty much useless for us without it!
Without being able to keep a persistent filter this, otherwise wonderful, tool becomes all but useless.
Being able to have reps territories (by state/country) defined so that they only see their information would make this just about perfect.
Now that ProspectMax is gone, we really need this. I'd like to send each of our reps a daily prospects email that includes just their states/regions.
Also, it would be great if we could have additional filters for the Daily email.
Curtis Cupples commented
We have many re-sellers over seas and would like to separate out the US daily prospects from domestic. Thanks!
Agreed! I specifically work with international prospects and would love to filter the daily prospect digest to my international clientele!