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lknight2591
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Membro desde ‎jan 11, 2018
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Lauren Knight

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Daniel3 on Novembro 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 Leia mais
Responder Idéia Deals
47 avaliações positivas
14 Respostas
lknight2591
Participante
Agosto 03, 2018
This seems like a core functionality that's missing. +1 to this.
esundance on Maio 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.
Responder Idéia
213 avaliações positivas
91 Respostas
lknight2591
Participante
Abril 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...Leia mais
waihonger on Janeiro 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 Leia mais
Responder Idéia Workflows
306 avaliações positivas
83 Respostas
lknight2591
Participante
Março 23, 2018
This is a critical functionality currently missing from Workflows. Need the ability to create, edit, update deal properties based on triggered action...Leia mais
Solucionado
HHH on Maio 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 Leia mais
Responder Discussão deal properties Deals Import update records
11 avaliações positivas
7 Respostas
lknight2591
Participante
Março 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...Leia mais
Solucionado
HHH on Maio 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 Leia mais
Responder Discussão deal properties Deals Import update records
11 avaliações positivas
7 Respostas
lknight2591
Participante
Março 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...Leia mais
acaringi on Dezembro 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 Leia mais
Responder Idéia Marketing Emails
642 avaliações positivas
178 Respostas
lknight2591
Participante
Janeiro 11, 2018
If replies aren't being tracked - why does the feature exist to build workflows off them?
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