Gute Ideen sollten geteilt werden

Hi There,   So I have created a new property called 'Referring Company' on deal level and it would be great to be able to do a conditional required field.   Basically if "lead source" = referral, "referring company" becomes a required field.   Thanks! ... Mehr anzeigen

We have a client with multible contact owner fields -every business unit has their own for example team a contact owner, team b contact owner etc.   This makes the Outlook / Gmail synk difficult because it will update the original "Contact owner" info for the contacts (same with created companies). I have a need to Create workflow "if contact owner is part of a Team A" to copy the "Contact owner" info to Team A Contact Owner properity, so the sales reps would actually find all their prospects in hubspot, under one properity by using "Team A" Contact/company owner filter. ... Mehr anzeigen

Suggestion for HubSpot: Add e-signature option onto forms.    In an attempt to reduce paper improve ease of sign up, we're trying to move our registration forms online, for the service we provide we have to get a signature. For some participants this would be assigned to the customer, for others we would need 2 signatures; one for the customer and one on behalf of the company.    Any suggestions on which 3rd party apps work best/are easiest to implement?   ... Mehr anzeigen

I have technical users with access to tickets, companies and contacts only. When they open a company, they are able to see the Deal Card on the right-hand side of the screen, with the amount of the deal. For obvious reasons, they should not be able to see any financial information for the client, and even though they don't have access to see any deal, they can still see the Deal Card on the company page. Can you please remove this card, or atleas hide the amount on the card?     ... Mehr anzeigen

I'm missing a property that calculates how much a deal's value is compared to the whole pipeline.  Today, If a deal counts for '80%' , I need to have it saved in a property that calculates the deal amount/total deal amount in the pipeline XXX   This means I will need to create 2 properties: 1) create a number field property that stores the total sum of deal amount in a specific pipeline > the limitation here is that I need to manually fill in the value of this property. 2) create a calculation field property that stores the final calculation of [deal amount/total deal amount in pipeline x 100%.] This solution is a workaround and requires some extent of manual work. This workaround is required because HubSpot don't have the native feature to sum up all the deal amounts in a specific pipeline, nor does HubSpot have a native property that calculates this percentage. ... Mehr anzeigen

Allow contacts to have more than one persona ... Mehr anzeigen

Hi team, it'll be great if we can set up test contact records solely for the purpose of testing, such that if we use it for form submitting and other tests, they will not be counted under the assets' statistics such as form submissions or page views. ... Mehr anzeigen

It would be helpful if several people could be assigned to the same company, so that the company then appears visible to several people. Most of the time in b2b there is more than one person responsible for one company and as the and since visibility is linked to affiliation, this can lead to problems because not every contact sees the company.  ... Mehr anzeigen

Who: Deal owners and other employees associated with supporting a deal (inside sales, pre-sales, customer success, implementation, executives) Goal: Idenify all deals that a user is part of and their role with the deal. Also, specify if the user has read-only or edit access to the deal - currenly they get full access with Deal Collaborator functionality - which is a great first step.   A gold star would be to be able to specify if there is one or more than one of these associarted to deal - i.e. there should only be one Executive, but maybe 2 pre-sales users.   I also need to be able to report on these values, so would want to output a table with the following columns: Deal Name | Pipeline | Amount | Owner | Pre-Sales | Customer Sucess   Value: This will allow us to determin the roles of  users associated with an opportunity - i.e. if my inside sales team is part of the deal team, they are compensated at specific deal stages.   Examples: Salesforce has Opportunity Teams where this is implemented. This should be similar to the Deal Contacts with the Association Labels. ... Mehr anzeigen