MichelleFink

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59
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Michelle Fink

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LOyoung on July 19, 2023

Create Deal Form Conditional Logic based on property inside pipeline

Hello! Love the new conditional logic feature in the create deal form based on pipeline. Would also love to have this exact feature based on a specific property in a pipeline. For example, in our sales pipeline, we have different products. It would read more

Reply Idea Deals

2 upvotes

1 Reply

MichelleFink

Contributor

April 11, 2024

Yes! We have different service types/products and various properties that relate to information we need entered into the system for that specific ser...read more

MichelleFink on May 02, 2023

Improvement to Notes

We would love to leverage the Hubspot notes on contact, company and deal records but they currently get burried and don't have any form of organization. Improvements requested: Add a way for users to leave titles on Notes to quickly find read more

Reply Idea Activity Feed

6 upvotes

1 Reply

reeseh on March 08, 2018

Searching customer notes

Hubspot is a great CRM, but the biggest problem I've faces is not being able to do a mass search of customer notes. If I have a customer I need to contact, I may not remember their name, but I do remember that I noted that they raise golden retrieve read more

Reply Idea

77 upvotes

44 Replies

MichelleFink

Contributor

May 02, 2023

It looks like this feature request has been delivered? https://community.hubspot.com/t5/HubSpot-Ideas/Be-able-to-search-notes-in-CRM-within-or-acros...read more

rickm on July 17, 2017

Primary Contact Company Property

We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi read more

Reply Idea Contacts & Companies

402 upvotes

165 Replies

MichelleFink

Contributor

September 16, 2020

I agree that if this is being worked on it may need to be a bit more robust and allow multiple "primary contacts". Preferably custom named primary co...read more

EvaDixon on August 14, 2018

Option to enable/disable attachments saving to Companies/Contacts

It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta read more

Reply Idea Contacts & Companies

79 upvotes

36 Replies

MichelleFink

Contributor

July 15, 2020

Same issue here! - The 15-20 pixel images that bury the important documents are out of hand and my guess is that is a bug in the feature. All attachm...read more

hayesnelson on June 27, 2017

Use workflow to trigger a sequence

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' read more

Reply Idea Sequences Workflows

773 upvotes

262 Replies

MichelleFink

Contributor

April 30, 2020

@mgandi The example use case above is really great! We would benefit in the same way since we also use Hubspot to handle the customer success side ...read more

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