TErickson_OW

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solutions
0
Replies
3
Upvotes Given
48
Upvotes Received
18
Ideas
1

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Trish Erickson

IT Management and System Administrator with a love for creativity and spreadsheets.

Activity

TErickson_OW on January 24, 2023

Create Custom Tour Pop-Up (Tips)

Hi All, Question, can I create custom Pop-Up Tours for when I make changes in Hubspot? Let me drop some context here. This would be for all users. If I could enable it by team that would be even sweeter. As Hubspot rolls out new features , the read more

Reply Idea Properties

12 upvotes

6 Replies

TiphaineCuisset on January 17, 2023

Congratulations Karsten Köhler on 6000 Accepted Solutions

Please join us in congratulating @karstenkoehler on 6000 Accepted Solutions in the HubSpot Community. Hi everyone! We are delighted to announce this incredible milestone for Community Champion @karst read more

Reply Blog Announcement

44 upvotes

67 Replies

TErickson_OW

Participant

January 17, 2023

Congratulations!!! @karstenkoehler Absolutely deserved! I've utilized many of your solutions in our CRM. Thank you for sharing your experiences ...read more

CMerkel on June 09, 2022

Restore Sequences

Please allow us to restore a deleted sequence! Currently, it's not possible.

Reply Idea Sequences

13 upvotes

4 Replies

TErickson_OW

Participant

October 25, 2022

Yes please. Or at least be able to remove delete access specifically from Sales users.

brunamartins on November 06, 2020

Add urgent option on ticket priority field

The ticket priority property only allows for low, medium, or high priority. It's important to also have the urgent option to track tickets that need to be addressed immediately

Reply Idea Tickets

26 upvotes

5 Replies

TErickson_OW

Participant

October 24, 2022

Would really like the ability to make my own level of priority. SLA doesn't work otherwise.

Dylan on January 04, 2020

Require specific deal properties based on pipeline

Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more

Reply Idea Deals Tickets

338 upvotes

137 Replies

TErickson_OW

Participant

October 05, 2022

If there is a Beta I would really like access. We need this STAT 🙂 Thank you!

bencefarkas on March 06, 2020

Restrict moving deals between stages

Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more

Reply Idea Deals Sales Reporting

150 upvotes

55 Replies

TErickson_OW

Participant

October 05, 2022

Would be excellent to be able to restrict Sales from being able to move Contracts to the final stages of a Deal. Our Contract Team should be the only...read more

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