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mpatino
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Member since ‎Jul 22, 2020
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    4
  • Upvotes Given
    10
  • Upvotes Received
    105
  • Ideas
    6

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miguel patino

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mpatino on June 01, 2023
Use AI to track activity and log in HubSpot
I see apps for other CRMs that use AI to track Sales activity including: Emails, Calls, Meetings, Travel, Teams Messages, documents and log them in the a CRM. Can we get an app or addon that would do this accross platforms including Moblie devices? read more
Reply Idea Activity Feed
0 upvote
0 Reply
yatishm on November 04, 2019
Set currency per user or team
Hi there I looked around for this and am sure it must be posted somewhere but Im posting here so that I could get a response on the status of this as a feature or if you aware this is quite a useful feature to have. If we can work around this, p read more
Reply Idea Reports
62 upvotes
17 Replies
mpatino
Participant
November 17, 2022
Agreed, very important to companies in various countries.
Solved
sandrine_OP on January 10, 2019
Conditional logic in Properties
Hi Community Is there a way to create a property that is linked by conditional logic to another property. i.e. I have a list of "general" issue, but I want the support team to be able to select sub issues when they select one of the entries for th read more
Reply Discussion
235 upvotes
50 Replies
mpatino
Participant
January 13, 2022
Huge gap. Every other platform I've worked with has this feature. I mean even Siebel had this back in the day. You really need this.
doyleslayton on June 19, 2020
Buying Roles as a Deal Property rather than a Contact Property
We're excited about the new ABM fuctionality in HubSpot. In reviewing the current setup for Buying Roles, I've noticed this field is listed as a Contact Property. I'd like to suggest making it a cross-object property that you can assign to a Contact read more
Reply Idea Contacts & Companies Deals
49 upvotes
16 Replies
mpatino
Participant
August 05, 2021
We created a custom objects as a work around that we call 'Referer', 'Champion' Decison Maker' to track the person that refered the the business, th...read more
Mr_E on October 18, 2017
Admin login as other user
The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver
Reply Idea Account Settings
190 upvotes
84 Replies
mpatino
Participant
July 04, 2021
I would be happy to work with you to develope this feature. I've been in the CRM space for years and have implemanted and admined: Siebel, Falcon, S...read more
Solved
mpatino on May 24, 2021
Restrict access to companies and contacts by Team
We need a way to restric which Companies and Contacts can be see by Team. I need a way to ensure that only a certain team can see some companies.
Reply Discussion Enterprise
0 upvote
1 Reply
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