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pverma
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Member since ‎Aug 12, 2017
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roarkjanis on April 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of read more
Reply Idea Deals Sales Email Extensions & Add-Ins
182 upvotes
84 Replies
pverma
Member
May 17, 2018
Can you please add me to Beta? Also, do you choose the deal when seeing the email through Service Hub?
julieta on June 08, 2017
Add contact properties for call activity
In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date"
Reply Idea Calling Contacts & Companies
105 upvotes
36 Replies
pverma
Member
April 02, 2018
At times, we want to know when did we connect over phone with our customers and last contacted date does not convey this information as it changes wi...read more
roarkjanis on April 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of read more
Reply Idea Deals Sales Email Extensions & Add-Ins
182 upvotes
84 Replies
pverma
Member
May 17, 2018
Can you please add me to Beta? Also, do you choose the deal when seeing the email through Service Hub?
Solved
pverma on November 06, 2017
Excluding a fields from Collected Forms
Is it possible to exclude a field from collected form? Some of the fields that we have does not belong to the contact but deals. We would want to capture only contact level information but exclude any other information.
Reply Discussion
0 upvote
2 Replies
roarkjanis on April 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of read more
Reply Idea Deals Sales Email Extensions & Add-Ins
182 upvotes
84 Replies
pverma
Member
May 17, 2018
Can you please add me to Beta? Also, do you choose the deal when seeing the email through Service Hub?
monicaway on May 11, 2017
Multiple companies per deal
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) read more
Reply Idea Deals
412 upvotes
161 Replies
pverma
Member
August 15, 2017
It appears that you can't associate more than a company to a deal via GUI. However, I tried it using APIs and I was able to do so. The deal showed up...read more
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