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EricaSmith
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Member since ‎Jun 25, 2020
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Erica Smith

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PCVMurcor on May 30, 2017
HubSpot Adds Cool Robot Contact to My CRM?
Please explain why and how Hubspot is adding and changing records in our account? Our user, Gary Marsh did not add this file. An explanation is needed.
Reply Discussion
1 upvote
3 Replies
EricaSmith
Contributor
August 09, 2023
I got this too!!!! What is this @hubspot ????
Solved
John-Wick on January 21, 2021
Filter: OR as an option?
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own read more
Reply Discussion Professional
17 upvotes
10 Replies
EricaSmith
Contributor
January 17, 2023
Am I missing something? Why are we being directed to this other post. These are not the same ideas. We aren't asking for a report and a way to divide...read more
Anonymous on June 19, 2019
convert active to static list
Add ability to convert an active list to a static list - this would allow for a list used for a targeted email to then be converted so new contacts could not be added, creating a snapshot in time. Most lists are used multiple times, but some eve read more
Reply Idea Contacts & Companies Lists
101 upvotes
41 Replies
EricaSmith
Contributor
November 28, 2022
This would be amazing! We have multiple client events each year. Changing the list to a static one after the event is over would allow us to freeze...read more
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
475 upvotes
139 Replies
EricaSmith
Contributor
July 26, 2022
This would be incredibly useful! We would use it in our business as a way for users AT A GLANCE to see what follow-up workflow they have enrolled a ...read more
Solved
John-Wick on January 21, 2021
Filter: OR as an option?
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own read more
Reply Discussion Professional
17 upvotes
10 Replies
EricaSmith
Contributor
January 17, 2023
Am I missing something? Why are we being directed to this other post. These are not the same ideas. We aren't asking for a report and a way to divide...read more
RBarkby on April 04, 2018
Splitting Deal Amounts Between Salespeople
At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie read more
Reply Idea Deals
99 upvotes
32 Replies
EricaSmith
Contributor
April 14, 2022
We are in desperate need of this feature. We utilize HS in our Real Estate team. We have deal owners (which is great...the way we have our system/r...read more
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