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lyno1234567
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Member since ‎May 18, 2020
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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Solved
Conzo427 on January 14, 2020
Add Hyperlink into deals?
I would like to add a hyperlink into a deal so that as the rep is completing the deal, the rep can click the link and bring them over to the onboarding teams scheduling tool. I have created a property that is named the URL and having the rep copy a read more
Reply Discussion Deals
7 upvotes
5 Replies
lyno1234567
Participant
August 06, 2020
This would be incredibly useful. You could use it to add links to Google docs, MS Docs and Shared Links from Onedrive, DropBox etc. Much better than a...read more
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
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-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
lyno1234567
Participant
July 27, 2020
Yes! Please! The more information contained in these macroscopic views, the more we use them; the better we use them.
Solved
Seth on February 21, 2017
Create Deals, Tasks, etc from Gmail
I want to be able to create a new deal or task in hubspot from gmail. Insightly allows us to do this and it makes it easy for our team to update the CRM right from the email they are currently working on, automatically associating the contact with t read more
Reply Discussion Deals Gmail Tasks
32 upvotes
19 Replies
lyno1234567
Participant
July 27, 2020
Hi Flora, please tell me this will include Outlook on the Web, not just Gmail? 🙂 So essential. I'm thinking of signing up to HubSpot but th...read more
Jeffrey_B on November 19, 2019
Add a "Nickname" property for contacts
Stuart or Stu? Richard or Rick? Jeffrey or Jeff? Susan or Sue? Often there is a difference between "first name" and "you can call me X". It would be handy to have that information close at hand when making phone calls.
Reply Idea Contacts & Companies
22 upvotes
7 Replies
lyno1234567
Participant
May 22, 2020
Brilliant! Is there anything more important than the words you say after 'Hi ..."? Outlook has it as a field and iOS even recognises it when you s...read more
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