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guod123
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Member since ‎Sep 25, 2019
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doyleslayton on June 19, 2020
Buying Roles as a Deal Property rather than a Contact Property
We're excited about the new ABM fuctionality in HubSpot. In reviewing the current setup for Buying Roles, I've noticed this field is listed as a Contact Property. I'd like to suggest making it a cross-object property that you can assign to a Contact read more
Reply Idea Contacts & Companies Deals
49 upvotes
16 Replies
guod123
Member
October 02, 2020
I 100% agree with this. We should see buying roles at the deal level, not contact level. Associate it per deal, and could copy a previous deals buyin...read more
lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
205 upvotes
71 Replies
guod123
Member
June 11, 2020
So you would have a workflow trigger after create date, or modify date etc. Then the name from the existing field will write to a new field called ...read more
lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
205 upvotes
71 Replies
guod123
Member
June 11, 2020
So you would have a workflow trigger after create date, or modify date etc. Then the name from the existing field will write to a new field called ...read more
lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
205 upvotes
71 Replies
guod123
Member
June 11, 2020
So you would have a workflow trigger after create date, or modify date etc. Then the name from the existing field will write to a new field called ...read more
lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
205 upvotes
71 Replies
guod123
Member
June 11, 2020
So you would have a workflow trigger after create date, or modify date etc. Then the name from the existing field will write to a new field called ...read more
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