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GavinL
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Membre depuis ‎nov. 19, 2020
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Activité

abrow le Mars 01, 2021
See all the workflows a HubSpot user is referenced
Currently, Hubspot has the capability to show all the workflows a 'property' is referenced in. I would love to have this feature to be extended to show all the workflows a 'user' is referenced in as well. This would help when onboarding/offboarding Lire la suite
Répondre Idée Workflows
136 Mentions J'aime
37 Réponses
GavinL
Participant
Mars 17, 2024
3 years and counting since this issue was first raised .... be nice to see some progress
jmadore le Mars 11, 2020
Show total price rather than price per recurring interval with quotes
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p Lire la suite
Répondre Idée Products & Quotes
97 Mentions J'aime
51 Réponses
GavinL
Participant
Mai 31, 2023
Have the same issue with quotes, and cannot believe Hubspot has not addressed this despite the topicfirst being raised circa 3 years ago * Produc...Lire la suite
Cecilia_Decima le Septembre 11, 2020
Ability to Hide Drop-Down Contact Properties
Hello, we've created a contact property to allow our franchisees to select which email campaigns they want to send to their contacts (monthly newsletter, one-time news updates, etc). We have some drop-down options in this property that we'd like Lire la suite
Répondre Idée Contacts & Companies
25 Mentions J'aime
6 Réponses
GavinL
Participant
Octobre 24, 2021
This functionality is a no-brainer - we should have the ability to hide (or retire) options for a property that are no longer valid
Anonymous le Janvier 28, 2020
Contact Comment Notification - Improve Email
In Contacts, when you create a Note and @mention someone, it sends a notification by email (based on user settings) that includes the contents of the note. There is a new functionality to Comment on an existing Note which allows for a record of Lire la suite
Répondre Idée Activity Feed
16 Mentions J'aime
5 Réponses
GavinL
Participant
Août 29, 2021
Agree with the above - the email notification needs to - come with context - eg Gavin commented on <deal name>>, or Gavin commented on &...Lire la suite
caroline_at_hv le Mai 17, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were Lire la suite
Répondre Idée Contacts & Companies Marketing Reporting
430 Mentions J'aime
113 Réponses
GavinL
Participant
Juillet 20, 2021
since you are already capturing the date/time the value of any property changes, you should really make available out-of-the-box reporting tools usin...Lire la suite
ThiagoF le Mai 31, 2021
Permission to delete activities
Hello everyone, we are relative new to Hubspot, and we came from another CRMs software that are more "restricted" in allowing users to delete information. We know there is the option in Hubspot to restrict user permission to delete objects, like tic Lire la suite
Répondre Idée Users & Teams & Permissions
99 Mentions J'aime
46 Réponses
GavinL
Participant
Juillet 20, 2021
My scenario is similar - I want any user to be able to add notes/comments/attachments in a ticket, but not be able to edit or delete these unless the...Lire la suite
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