Grandes mentes pensam igual

cfleishman · ‎ago 31, 2017

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall: Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

AndyPitre · ‎abr 4, 2017

I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me. In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green])

CoachAaronCCR · ‎jul 11, 2017

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals.

DBowers3 · ‎jun 16, 2017

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.

RafiPN · ‎ago 24, 2017

Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics.

Snaedis · ‎set 7, 2020

There have been a number of different posts in the Community which are about the same core need (customizing the styling of the knowledge base), but many have been marked as "solved" or "delivered" because of options that get you part-way there. I'm consolidating those into this post so we can more easily track this need. This post should not be marked as solved or delivered until a knowledge base can be fully customized in layout and styling. I've spoken with many customers who still want more flexibility in knowledge base styling, including: Custom layouts for index pages and articles More fonts and styling options to better align KB with the rest of a business's website For those of us who are working to improve the HubSpot product, it's incredibly helpful to have example use cases from our customers, and the posts here on the Community play an important role in our prioritization process. Giving you more flexibility in KB styling is something we'd like to do, and when we have the bandwidth to dig into this project we'll look to you all for guidance on how to best support your needs. So if customization is important to you, please add your voice to this thread! For reference, I'm listing here the other posts which are related to this topic: More formatting options for Service Hub knowledge base (156 upvotes as of Sept 7, 2020), by @matthew_stibbe Knowledge base styles (68 upvotes as of Sept 7, 2020), by @radko See all articles in a category while viewing an article (3 upvotes as of Sept 7, 2020), by @LiamW Knowledge base editor numbered list can't be continued after importing image (12 upvotes as of Sept 7, 2020), by @zachallen HTML editor in knowledge base? (6 upvotes as of Sept 7, 2020), by @MartinTexada

DiegoPI · ‎jun 11, 2018

It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be able to make changes to the confirmation email that is sent when a meeting is scheduled. The current text of the meeting reminder email is: Hello, This is a friendly reminder that we have a meeting booked on: 11 Jun 2018 17:20 EST I look forward to meeting with you,

NicoleSengers · ‎fev 21, 2022

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts. It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag.

SteveJenns · ‎mar 6, 2017

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value. Thanks! Steve

jehiguese · ‎ago 27, 2018

HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the moment is by setting filtering rules, as all filtered emails do not create contacts. There is a use case from a customer in this post [Hyperlink removed by moderator as it linked to an archived Community post with duplicate information] This is a request to build a "Create contact" rule giving us the option to disable automtically creating contacts for people we communicate with in Conversations.

Grandes mentes pensam igual

Cloning a Deal

Customized "Deal Cards" in Deals Dashboard

Sync property values between Contact, Company and Deal Records

Associate one contact to multiple companies

Delete form submissions

More flexible knowledge base design and layout, including custom HTML/CSS

Customize Meeting Reminder & Meeting Booked Emails

Set Association Labels On Records via a Workflow

Field Dependencies for Contact Properties

Disable automatic contact creation for Conversations

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