jaybaum

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Jay Baumgardner

HubSpot Admin. Marketer. Idea Haver.

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ncarbone le Mars 28, 2024

[Closed] AMA - Lead Management with Sales Hub | April 1-5, 2024

Hi Folks, Nick here from Sales Hub Product Marketing along with Nidhi, Will and Zachary from the Sales Hub Product Team. At INBOUND last year we introduced the prospecting workspace and the leads object, as well as sev Lire la suite

Répondre Discussion AMA

5 Mentions J'aime

37 Réponses

jaybaum

Contributeur

Avril 01, 2024

Ohhhh do I have questions! 1) With custom lead properties, will we be able to customize which show on the "Create a Lead" form? 2) With cust...Lire la suite

HCartledge le Novembre 24, 2023

Make middle section cards conditional in record customisation

Loving the more extended options for the middle section customisation on records (esp. deals). It would be !even more amazing! if we could set cards as conditional. e.g. before you win an account, A, B and C cards show and afterwards you get Lire la suite

Répondre Idée Properties

5 Mentions J'aime

3 Réponses

jaybaum

Contributeur

Mars 27, 2024

This is a must! Conditional based on properties would be amazing!

ltorres9 le Juin 13, 2022

View all attachments in the same place

It would be super useful to be able to see all the attached files in one place, and not have to search for them one by one, deal by deal. I know there is a section in Marketing > Files and templates > Files, where you can see the files, but th Lire la suite

Répondre Idée Deals

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jaybaum

Contributeur

Mars 20, 2024

@TaniaBagga I submitted the form a while back - would LOVE to get early access to a beta or provide feedback on record file management in HubSpot! ...Lire la suite

Jockk le Juillet 12, 2022

Custom object upgrades needed

I would be amazing if Hubspot could follow the product enhancements of deals and copy them across to custom objects. Things like; Playbooks been used in custom objects and updating properties Editable secondard display properties More than Lire la suite

Répondre Idée Custom Objects Deals Properties

9 Mentions J'aime

6 Réponses

jaybaum

Contributeur

Mars 20, 2024

@jeffvincent any updates on required properties to enter stage, conditional properties, or even pipeline rules like deals?

SlimBob le Juin 22, 2023

Offer IVR and Auto-receptionist Support for HubSpot Calling

Without naming any names, your customer service is better than any VOIP provider I've ever dealt with. The integrations they build for HubSpot are clunky, and I wish everyone the best of luck getting help from them to troubleshoot problems with Lire la suite

Répondre Idée Calling

4 Mentions J'aime

4 Réponses

jaybaum

Contributeur

Mars 20, 2024

Very curious to see the functionality behind this. We have access to HubSpot calling but are using our VoIP solution with a 3rd party integration bec...Lire la suite

Benarivo le Septembre 26, 2023

Create Permissions for Object

I need a separate create permission and edit permission. Because we want some people to be able to edit but not create deals. I have seen that a lot of users have similar request.

Répondre Idée Users & Teams & Permissions

7 Mentions J'aime

3 Réponses

jaybaum

Contributeur

Mars 20, 2024

This would be a fantastic feature to see in 2024. Additionally, it would be great to "hide" an object type all together from certain users/teams...Lire la suite

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