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Rachel_HWG
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Member since ‎Jun 10, 2020
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Rachel Torres

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Eman051 on November 10, 2021
Enrolling Contacts into a sequence through Deals
Hi! There should be an option to enroll into a sequence from the deals page. There isn't one currently and you have to sort the list by deals. Which takes a bunch of time especially when you want to enroll everyone from those deals into a sequen read more
Reply Idea Deals
0 upvote
1 Reply
Rachel_HWG
Participant
March 14, 2023
Agree. I'd love to be able to enroll an associated contact directly from the deal board.
Solved
mdrnd on February 11, 2022
Calculating the time spent on each deal stage
Hi all, Hope all is well for everyone. I have a question regarding calculating the time spent on each deal stage. The problem I have is that most of the times we're moving deal stages all at once for deals preventing me to calculate the actu read more
Reply Discussion Reports
0 upvote
12 Replies
Rachel_HWG
Participant
September 21, 2022
I'm trying to understand why the default fields do not work before I create all these calculation fields. I am looking for the time spent in one pa...read more
JonnyT on June 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM read more
Reply Idea Tickets
183 upvotes
64 Replies
Rachel_HWG
Participant
May 19, 2022
@CSic I have the Pro plan. Are you able to share a screen shot with that function or a Hubspot resource? I would love to see that functionality a...read more
Olivia_Englert on March 20, 2020
Need the ability to schedule a meeting more than 11 weeks out in advance
When creating meeting links in Hubspot it has the option to pick when a meeting can be scheduled. Currently there is a limit of 11 weeks. Having no limit or a yearly limit would be extremely helpful as we schedule annual and quarterly calls with read more
Reply Idea Meetings
147 upvotes
57 Replies
Rachel_HWG
Participant
May 18, 2022
Still struggling with the 11-week window. Our entire sales process is meeting based and we lose the amazing automation power of Hubspot when we must...read more
JonnyT on June 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM read more
Reply Idea Tickets
183 upvotes
64 Replies
Rachel_HWG
Participant
May 19, 2022
@CSic I have the Pro plan. Are you able to share a screen shot with that function or a Hubspot resource? I would love to see that functionality a...read more
JonnyT on June 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM read more
Reply Idea Tickets
183 upvotes
64 Replies
Rachel_HWG
Participant
May 19, 2022
@CSic I have the Pro plan. Are you able to share a screen shot with that function or a Hubspot resource? I would love to see that functionality a...read more
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