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TH1
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Member since ‎Oct 11, 2019
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  • Upvotes Given
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  • Upvotes Received
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CRiley on March 30, 2021
Restrict users from viewing certain properties
Would like to see the ability to restrict users from viewing properties, in a similar way that you can restrict the edit access of properties to specific users and teams. This would give more flexibility to custom fields, and hide team specific read more
Reply Idea Contacts & Companies Properties
266 upvotes
51 Replies
TH1
Participant
February 15, 2023
@shajones Thanks for the prior update, we are making use of this feature but were also hoping that if a property is not viewable by a certain use...read more
kendrakeenan on January 06, 2023
Remove free trial button from main menu for accounts with subscriptions
Our account has an enterprise subscription for each Hub product. The free trial "arrow" button should be removed from our main navigation menu.
Reply Idea Account Settings
2 upvotes
1 Reply
TH1
Participant
January 18, 2023
Same here, it is quite confusing, is this visible only to superadmin or all users?
sd_elm on January 04, 2019
Auto create ticket for chat conversations
Our organization utilizes the auto create ticket for new email messages to help manage trends and reporting. While there are some canned reports for live chats, it is difficult to gleam WHY clients are chatting. To help rectify that, for now I have read more
Reply Idea Conversations Tickets
176 upvotes
60 Replies
TH1
Participant
February 09, 2022
@cdewey22 what is the current status of this feature at HubSpot?
Solved
RealtyButler on February 08, 2017
How can I change deal stages with the Workflows tool?
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl read more
Reply Discussion Workflows
57 upvotes
31 Replies
TH1
Participant
March 17, 2021
Thanks @PamCotton interestingly it seems it is not consistent across workflow types. Deal Stage is not available in Deal-Based workflows but is in ...read more
Solved
RealtyButler on February 08, 2017
How can I change deal stages with the Workflows tool?
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl read more
Reply Discussion Workflows
57 upvotes
31 Replies
TH1
Participant
March 17, 2021
Thanks @PamCotton interestingly it seems it is not consistent across workflow types. Deal Stage is not available in Deal-Based workflows but is in ...read more
TH1 on September 17, 2020
Deal preview that matches deal record view
Currently the deal preview is a great feature to expose some properties on deals quickly and smoothly from the deal list or deal board which is great during pipeline reviews. The preview could be even better if it matched the deal record view. Tod read more
Reply Idea Deals
9 upvotes
1 Reply
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