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Brennon
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Membro desde ‎set 11, 2017
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JennLarsen on Dezembro 20, 2019
Forms: HubSpot Owner as a Field Option
It would be useful if you were able to select the Hubspot Owner as a Field on a Form. In certain situations, you want to assign specific leads to a particular user based on the form that is submitted. I know that you can do it in a workflow, but whe Leia mais
Responder Idéia Forms
68 avaliações positivas
17 Respostas
Brennon
Colaborador(a)
Fevereiro 03, 2021
We have an INTERNAL form the sales team uses to submit information so it would be really helpful to be able to pull in contact owner property and pro...Leia mais
Solucionado
butteryak on Agosto 23, 2019
Assign new contact from form submission to owner?
Is there anyway to assign an owner to a new contact when a form is submitted? (other than workflows which is not available in free version)
Responder Discussão Forms
7 avaliações positivas
12 Respostas
Brennon
Colaborador(a)
Fevereiro 03, 2021
We have an INTERNAL form the sales team uses to submit information so it would be really helpful to be able to pull in contact owner property and pro...Leia mais
Brennon on Janeiro 26, 2021
Deal Search feature doesn't include historical property values
My Deals are created by a form submission where a customer has requested samples (ie product a, b, c). Right now, the samples are being populated into the deal description ("Samples: Product a, b, c") because this property is searchable on the main Leia mais
Responder Idéia Deals
0 avaliações positivas
0 Respostas
VCheung on Janeiro 25, 2021
Workflow to populate Deal Name with another property item when creating a new Deal
I have managed to create a workflow to add the company name to a deal name but would be highly benificial to append another property item to that, like a line item for example to create a uniform naming converntion .
Responder Idéia Workflows
1 avaliações positivas
1 Respostas
Brennon
Colaborador(a)
Janeiro 26, 2021
What triggers your workflow? Our deals are created from a form submission - I have the deal name populate with tokens from the form submission. I a...Leia mais
lwcola on Janeiro 25, 2021
Allow "Deal Owner" property to be edited so that only relevant users are associated with it
Working with our sales team, when we review deals and want to sort by deal owner, we have to scroll through every HubSpot user in our system to get to relevant names (i.e. names of users who aren't even on our sales team and would never be a deal ow Leia mais
Responder Idéia Deals
4 avaliações positivas
2 Respostas
Brennon
Colaborador(a)
Janeiro 26, 2021
Have you set up a team? If you set that up, you can filter on HubSpot Team instead of selecting each deal owner individually.
yorame on Abril 06, 2017
Change timestamp of a note in the deal or contact timeline
Great idea for HubSpot: make it possible to change the date that belongs to a note in the timeline. My sales colleagues don't always submit their notes on the day of a certain meeting/event, and by adding them later they don't appear at the right s Leia mais
Responder Idéia Contacts & Companies Deals
84 avaliações positivas
47 Respostas
Brennon
Colaborador(a)
Janeiro 25, 2021
I am moving my team out of excel and into the CRM deals. I would love to be able to backdate the notes to keep up with which deals have not been work...Leia mais
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