Profile

palves
Participant
Member since ‎Dec 19, 2016
Message
  • solutions
    0
  • Replies
    6
  • Upvotes Given
    1
  • Upvotes Received
    172
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

This user hasn't created a bio yet. Edit your own profile here!

Activity

palves on August 02, 2017
Database Backups
Last week we experienced a situation where our data become duplicated and thereby corrupt. Hubspot had to issue a fix, however our data remains comprimised. We need an automated backup process so in the future we are able to recover the informa read more
Reply Idea Contacts & Companies
123 upvotes
36 Replies
Solved
b2cuser on May 12, 2017
CRM filter: OR operator between properties
I am looking for a way to add an OR operator between filter properties, say: City = New York OR State = New Jersey. Is that possible? It's possible within the same property: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-to read more
Reply Discussion
48 upvotes
20 Replies
palves
Participant
June 27, 2017
Me too. Another user just requested this as well as a favorites type of button. Its something I requeste probably close to 2 years ago.
AndyPitre on April 04, 2017
Generate proposals/quotes from Deals and Products in the CRM
Create products/pricebooks, & send/receive agreements/quotes/invoices in Hubspot CRM. In order for us to use Hubspot CRM as a stand alone CRM we'd need to be able to choose products within a deal, Calculate the Full Amount if there are mul read more
Reply Idea Contacts & Companies Deals Products & Quotes
183 upvotes
71 Replies
palves
Participant
May 23, 2017
We would also like a field that can be checked yes/no to indicate whether something should be in our monthly forecast. The forecast as set up within...read more
WV127806 on November 08, 2016
Contract value calculator
I'd like to be able to automatically calculate the annual or total contract value from a series of inputs e.g. deal unit volume x unit cost x term. (Ideally I'd like to be able to add cost indexation but that's another point) Can you not ma read more
Reply Idea Sales Reporting
42 upvotes
21 Replies
palves
Participant
May 22, 2017
I have the same request - salesforce had this ability. In our case I have multiple products that make up a deal. I'd like to have the ability to a...read more
FranzSauerstein on November 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and read more
Reply Idea Contacts & Companies Deals
206 upvotes
89 Replies
palves
Participant
May 22, 2017
This goes along with when you refer deals to other companies or have multiple companies (and reps) working on a deal.
Solved
b2cuser on May 12, 2017
CRM filter: OR operator between properties
I am looking for a way to add an OR operator between filter properties, say: City = New York OR State = New Jersey. Is that possible? It's possible within the same property: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-to read more
Reply Discussion
48 upvotes
20 Replies
palves
Participant
June 27, 2017
Me too. Another user just requested this as well as a favorites type of button. Its something I requeste probably close to 2 years ago.
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.