SkeeStylus

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投稿者 | Solutions Partner

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Juan Pérez

Love inbound, particularly bottom funnel, sales enablement, marketing and sales alignment. Favorite small talk conversations: Mets, Giants, Warriors, Mobile Technology and Politics

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SkeeStylus 5月 24日, 2023

Creating Limit on Contacts Associated with a Company

Our client is a membership organization. Their members pay dues. We'd like for only the members their company Admin identifies as members to be associated with the company record.

返信アイデア Contacts & Companies

1 いいね！

0 コメント

Adriane 5月 30日, 2022

Customize "Cancel & Reschedule"-texts in Meeting tool

Hi there, It's nice that you can now add links for contacts to cancel and reschedule appointments in the meeting tool, but we're clearly missing more user customization options here. For example, it should be standard to be able to at le 続きを読む

返信アイデア Meetings

30 いいね！

8 コメント

SkeeStylus

投稿者 | Solutions Partner

5月 23日, 2023

Totally agree. I just had a job applicant reschedule an appointment 3 times. Naturally, I didn't hire them however, while I'd like to give them the...続きを読む

BLP422 8月 25日, 2020

Remove / hide / round the Decimal places

When creating deals, they are listed with a value. When you have a decent amount of deals you need to turn off the .00 representing pence / cents etc as it can be misleading. £10,000 becomes £10,000.00 which could be mis leading. Be good to 続きを読む

返信アイデア Deals

20 いいね！

6 コメント

SkeeStylus

投稿者 | Solutions Partner

5月 03日, 2023

Agree. We have a calculated property that leaves decimals. Even when copying over to a number property with formatting rules to remove the decimals...続きを読む

JMillerSC 5月 11日, 2022

Provide Purchase Limits on Payment Links

Use Case: If we have an event and are leveraging a payment link for people to purchase tickets, but we can only allow 30 registrations, we'd like a way to "turn off" the payment link or trigger a notification at a certain threshold.

返信アイデア Products and Quotes

8 いいね！

3 コメント

SkeeStylus

投稿者 | Solutions Partner

4月 17日, 2023

I know HubSpot payments was built for a B2B use case but a cap on inventory seems elemnentary.

Kanako 6月 01日, 2017

First Contacted Date

Looking at List of Contact properties, I wonder if I can have "First Contacted Date." - opposed to Last Contacted ( the last time a call, email, or meeting was logged for a contact. This is set automatically by HubSpot based on user actions in th 続きを読む

返信アイデア Contacts & Companies

114 いいね！

34 コメント

SkeeStylus

投稿者 | Solutions Partner

4月 11日, 2023

@paulschmidt Thanks for that. Super simple and low-key genius. By ensuring contacts can't re-enroll in the worfklow the time stamp never changes....続きを読む

NicoleSengers 2月 21日, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f 続きを読む

返信アイデア Contacts & Companies Workflows

540 いいね！

168 コメント

SkeeStylus

投稿者 | Solutions Partner

2月 22日, 2023

@zeke thanks for the update. Keep em coming. You all are doing a great job.

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