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lknight2591
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Membre depuis ‎janv. 11, 2018
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  • Réponses
    3
  • Mentions J'aime ajoutées
    5
  • Mentions J'aime obtenues
    25
  • Idées
    0

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Daniel3 le Novembre 03, 2017
Mass associating of companies to deals
Currently Hubspot doesn't allow to click on several deals when in the deal overview and edit the associated company field. You need to click into each deal and then associate a company to it. This is a very manual process. Another way could be to a Lire la suite
Répondre Idée Deals
47 Mentions J'aime
14 Réponses
lknight2591
Participant
Août 03, 2018
This seems like a core functionality that's missing. +1 to this.
esundance le Mai 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Répondre Idée
213 Mentions J'aime
91 Réponses
lknight2591
Participant
Avril 02, 2018
Not sure why this idea is marked as resolved, as workflows address recurring deals, but doesn't address the underlying ask here. Y ou should be abl...Lire la suite
waihonger le Janvier 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign Lire la suite
Répondre Idée Workflows
306 Mentions J'aime
83 Réponses
lknight2591
Participant
Mars 23, 2018
This is a critical functionality currently missing from Workflows. Need the ability to create, edit, update deal properties based on triggered action...Lire la suite
Résolues
HHH le Mai 02, 2017
Deals - How can I bulk update Deal properties?
I am trying to import properties/values to update fields in Deal records, such as 'Amount' and 'Hubspot Owner'. I created a csv with four records where the 'Deal Name' was identical with the record I wanted updated in Hubspot. Unfortunately, th Lire la suite
Répondre Discussion deal properties Deals Import update records
11 Mentions J'aime
7 Réponses
lknight2591
Participant
Mars 07, 2018
You can't bulk edit all properties, for example Associated Company, Associated Contact etc. except through the API. This is a simple functionality t...Lire la suite
Résolues
HHH le Mai 02, 2017
Deals - How can I bulk update Deal properties?
I am trying to import properties/values to update fields in Deal records, such as 'Amount' and 'Hubspot Owner'. I created a csv with four records where the 'Deal Name' was identical with the record I wanted updated in Hubspot. Unfortunately, th Lire la suite
Répondre Discussion deal properties Deals Import update records
11 Mentions J'aime
7 Réponses
lknight2591
Participant
Mars 07, 2018
You can't bulk edit all properties, for example Associated Company, Associated Contact etc. except through the API. This is a simple functionality t...Lire la suite
acaringi le Décembre 12, 2016
Email Reply Tracking
It would be great if Hubspot had the ability to track how many replies I got to my marketing newsletters. A lot of our newsletters are designed to get people to reply to them instead of having them click on something, so really the reply rate is wha Lire la suite
Répondre Idée Marketing Emails
642 Mentions J'aime
178 Réponses
lknight2591
Participant
Janvier 11, 2018
If replies aren't being tracked - why does the feature exist to build workflows off them?
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