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JeremyHong
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner
Mitglied seit ‎Apr 29, 2019
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  • Antworten
    20
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    62
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    206
  • Ideenforum
    2

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JeremyHong on April 05, 2024
Remove/Allow Toggling Off ALL default Lead Object/Lead Stage automation
The current forced automation for Lead Stages seems redundent and unnecessary, and really limits the usefulness of using the Lead Object to track and manage the initial Lead qualification process. This is especially true in organizations that have a Beitrag ansehen
Antworten Idee Contacts & Companies
1 Likes
0 Antwort
ndwilliams3 on Februar 02, 2017
Custom user profile properties
Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t Beitrag ansehen
Antworten Idee Account Settings
105 Likes
35 Antworten
JeremyHong
Mitwirkender/Mitwirkende | Diamond Partner
Dezember 14, 2023
+1 having a "HubSpot User Object" reduces the need for custom objects for roles that require tracking information unique to each user (example - cont...Beitrag ansehen
cjl2016 on November 30, 2023
Best Practices for Sales Pipelines: To Consolidate or Not to Consolidate
When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followe Beitrag ansehen
Antworten Diskussion Enterprise
1 Likes
4 Antworten
JeremyHong
Mitwirkender/Mitwirkende | Diamond Partner
Dezember 12, 2023
From what I've seen it usually comes down to the business culture and reporting needs, but moreso the latter. Some might want each step spelle...Beitrag ansehen
cjl2016 on November 30, 2023
Best Practices for Sales Pipelines: To Consolidate or Not to Consolidate
When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followe Beitrag ansehen
Antworten Diskussion Enterprise
1 Likes
4 Antworten
JeremyHong
Mitwirkender/Mitwirkende | Diamond Partner
Dezember 12, 2023
From what I've seen it usually comes down to the business culture and reporting needs, but moreso the latter. Some might want each step spelle...Beitrag ansehen
FinallyMatt on Juli 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Beitrag ansehen
Antworten Idee Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
104 Likes
33 Antworten
JeremyHong
Mitwirkender/Mitwirkende | Diamond Partner
März 20, 2023
This is still badly needed...nearly 3 years later and still not even a comment from anyone at HubSpot?
Gelöst
GShelia12 on November 28, 2022
Sales Document Activity as contact enrollment trigger for workflow
Hi HS community, I've been trying to set up workflows based on Sales Document Activity - but I believe it's not possible. To give an easy example - I want to trigger a workflow once contact views a Sales Document I've sent them. I've been tryin Beitrag ansehen
Antworten Diskussion Professional
0 Likes
3 Antworten
JeremyHong
Mitwirkender/Mitwirkende | Diamond Partner
November 28, 2022
Thanks @PamCotton @GShelia12 Yeah, unfortunately this is not possible. Totally agree it's a huge miss on HubSpot's part, and it doesn't ma...Beitrag ansehen
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