プロフィール

GavinL
参加者
コミュニティー参加日： ‎11 19, 2020
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  • 件の返信
    2
  • いいね！した数
    4
  • いいね！獲得数
    21
  • ご意見・ご提案
    3

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Gavin Lipschitz

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アクティビティ

abrow 3月 01日, 2021
See all the workflows a HubSpot user is referenced
Currently, Hubspot has the capability to show all the workflows a 'property' is referenced in. I would love to have this feature to be extended to show all the workflows a 'user' is referenced in as well. This would help when onboarding/offboarding 続きを読む
返信 アイデア Workflows
108 いいね！
31 コメント
GavinL
参加者
3月 17日, 2024
3 years and counting since this issue was first raised .... be nice to see some progress
jmadore 3月 11日, 2020
Show total price rather than price per recurring interval with quotes
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p 続きを読む
返信 アイデア Products & Quotes
96 いいね！
49 コメント
GavinL
参加者
5月 31日, 2023
Have the same issue with quotes, and cannot believe Hubspot has not addressed this despite the topicfirst being raised circa 3 years ago * Produc...続きを読む
Cecilia_Decima 9月 11日, 2020
Ability to Hide Drop-Down Contact Properties
Hello, we've created a contact property to allow our franchisees to select which email campaigns they want to send to their contacts (monthly newsletter, one-time news updates, etc). We have some drop-down options in this property that we'd like 続きを読む
返信 アイデア Contacts & Companies
21 いいね！
5 コメント
GavinL
参加者
10月 24日, 2021
This functionality is a no-brainer - we should have the ability to hide (or retire) options for a property that are no longer valid
Anonymous 1月 28日, 2020
Contact Comment Notification - Improve Email
In Contacts, when you create a Note and @mention someone, it sends a notification by email (based on user settings) that includes the contents of the note. There is a new functionality to Comment on an existing Note which allows for a record of 続きを読む
返信 アイデア Activity Feed
16 いいね！
5 コメント
GavinL
参加者
8月 29日, 2021
Agree with the above - the email notification needs to - come with context - eg Gavin commented on <deal name>>, or Gavin commented on &...続きを読む
caroline_at_hv 5月 17日, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were 続きを読む
返信 アイデア Contacts & Companies Marketing Reporting
406 いいね！
108 コメント
GavinL
参加者
7月 20日, 2021
since you are already capturing the date/time the value of any property changes, you should really make available out-of-the-box reporting tools usin...続きを読む
ThiagoF 5月 31日, 2021
Permission to delete activities
Hello everyone, we are relative new to Hubspot, and we came from another CRMs software that are more "restricted" in allowing users to delete information. We know there is the option in Hubspot to restrict user permission to delete objects, like tic 続きを読む
返信 アイデア Users & Teams & Permissions
84 いいね！
45 コメント
GavinL
参加者
7月 20日, 2021
My scenario is similar - I want any user to be able to add notes/comments/attachments in a ticket, but not be able to edit or delete these unless the...続きを読む
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