Kierstin

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Contributor | Diamond Partner

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solutions
0
Replies
20
Upvotes Given
89
Upvotes Received
73
Ideas
1

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Kierstin Payne

Accomplished Marketing Technologist with over 20 years of marketing ideation, execution, product & project management. I'm most passionate about educating others and helping them succeed and grow!

Activity

andres on March 10, 2017

Internal links in Documents

Hello! It would be amazing that the software recognize the links in a document. In our proposals we have a PDF that we send to our customers, and into the document you can find links like: "Do you want know more? Click here". Pressing here, th read more

Reply Idea Sales Documents

95 upvotes

46 Replies

Kierstin

Contributor | Diamond Partner

April 10, 2024

Yes @SCE Agree 100%

cfleishman on August 31, 2017

Cloning a Deal

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 read more

Reply Idea Deals

1823 upvotes

559 Replies

Kierstin

Contributor | Diamond Partner

April 09, 2024

Any update on this?

NKolev on August 31, 2023

Leads object edit/add properties

With the freshly released new feature of the Lead Object which I know is still in Beta, it would be great if we could add/edit properties similar to the other objects like contacts, companies, deals, etc. For example, I need to create a Lead sou read more

Reply Idea Properties

95 upvotes

35 Replies

Kierstin

Contributor | Diamond Partner

March 22, 2024

Just realized we can't do this today. Just starting a project to revamp a company's messed-up sales processes and would love to use the prospecting t...read more

Stephanie-OG on November 05, 2020

Save drag-and-drop page layouts as templates

Summary: Currently, in order to create a drag-and-drop template in new CMS Themes, a developer is required as templates are coded. However, it would be great if a non-developer could drag-and-drop modules in an existing template to a read more

Reply Idea CMS Development Tools Website & Landing Page Editor

51 upvotes

8 Replies

Kierstin

Contributor | Diamond Partner

March 15, 2024

100% would love to do this. I hate creating unpublished pages as templates, we should be able to make them a real template without having a developer...read more

hubspotter594 on April 01, 2021

App integration for registrant/attendee lists from Microsoft Teams

I know the HubSpot dev guys are already in Beta for adding Microsoft Teams links to HubSpot emails and setting notifications - this is a separate request. Microsoft Teams have recently started allowing the download of attendee lists and I understan read more

Reply Idea Meetings

141 upvotes

55 Replies

Kierstin

Contributor | Diamond Partner

January 24, 2024

Please integrate with the Team's webinar functionality. We're trying to create a workaround to track the data in HubSpot, but it is proving to be com...read more

CQian on August 18, 2023

Ability to Edit 'Create a line item' form

In the deal section, we are able to create line items associated with deals, however, it doesn't seem like we can customize the form at the moment. Why this is needed: (1) there are fields that are not relevant to our use case, I'd like to dro read more

Reply Idea Deals

34 upvotes

18 Replies

Kierstin

Contributor | Diamond Partner

January 19, 2024

We really need this, on deals and quotes.

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