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MannyO
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Member since ‎Oct 24, 2017
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fsta on February 16, 2017
CRM Deal Import - Automatically Associate with Contacts
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
Reply Idea Contacts & Companies Deals
128 upvotes
74 Replies
MannyO
Member
May 11, 2018
Absolutely agree. We have hundreds of deals in our system & are planning to import lots more. When deals are exported, there are columns for asso...read more
Mary_Pouliot on July 13, 2017
Sync required fields for creating contacts, companies, and deals between desktop and mobile app
As per this article , we can set required fields for creating a contact, company, or deal in HubSpot via a desktop computer. It would be very helpful to have the fields set as required also transfer to the mobile app, so that any new contacts, comp read more
Reply Idea Contacts & Companies Mobile Applications
28 upvotes
14 Replies
MannyO
Member
February 01, 2018
This is an absolutely critical feature. Not sure how it was overlooked for the mobile app. Our deals are put through a more strict process on the des...read more
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