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JeremyHong
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond
Miembro desde ‎abr 29, 2019
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  • Respuestas
    18
  • Me gusta otorgados
    59
  • Me gusta recibidos
    142
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    1

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FinallyMatt en Julio 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 Leer más
Responder Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
91 Me gusta
30 Respuestas
JeremyHong
Colaborador | Partner nivel Diamond
Marzo 20, 2023
This is still badly needed...nearly 3 years later and still not even a comment from anyone at HubSpot?
Resuelta
GShelia12 en Noviembre 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 Leer más
Responder Conversación Professional
0 Me gusta
3 Respuestas
JeremyHong
Colaborador | Partner nivel Diamond
Noviembre 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...Leer más
AH3420 en Febrero 23, 2022
Custom Refund Reasons
We only have three refund reasons now, but there are many situations in our real life. I think the custom refund reasons feature will be beneficial and valuable for all of us.
Responder Idea Custom Objects Products and Quotes
4 Me gusta
2 Respuestas
JeremyHong
Colaborador | Partner nivel Diamond
Octubre 27, 2022
Yeah, this is needed by many. The payments feature seems pretty half baked at the moment.
slvale2 en May 21, 2021
Google sheets integration
Currently, the integration only pulls in data from internal values not labels. For HubSpot default properties, like Deal Stage, internal names cannot be changes. This causes a string of numbers to show in the sheet instead of the property label name Leer más
Responder Idea Integrations
34 Me gusta
5 Respuestas
JeremyHong
Colaborador | Partner nivel Diamond
Septiembre 09, 2022
+1 for this. I understand the need to use ID's on the backend, but it would be great if we could simply select what we want the output (interna...Leer más
Resuelta
JLepsky en Abril 25, 2022
Handling Marketing Contact Status and Opt-Outs when importing contacts
Hi everyone, We want to use the CRM API to automatically import contacts from our platform to Hubspot to add them to email lists. Therefore we set every imported contact to 'Marketing Contact Status = True' (only contacts with Marketing consent Leer más
Responder Conversación Contacts
0 Me gusta
5 Respuestas
JeremyHong
Colaborador | Partner nivel Diamond
Abril 27, 2022
Hi @JLepsky Marketing Contact Status does not have any impact on a contact's email subscriptions, and vice versa. I confirmed this by filter...Leer más
Jems212 en Abril 04, 2017
List which workflows forms belong to
There's no where to see what workflows a form is part of. I can see Landing page but the form may be on numerous pages. If we just want to check what the follow up progress is after a certain form ois complete we have to try remember the name Leer más
Responder Idea Forms Workflows
115 Me gusta
38 Respuestas
JeremyHong
Colaborador | Partner nivel Diamond
May 26, 2021
@jtremblay I just encountered this issue with a client. Here is the workaround I used, which requires that there be at least one form submission on...Leer más
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