JeffBell

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Member | Platinum Partner

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Jeff Bell

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JeffBell

Member | Platinum Partner

December 14, 2023

Reply to Deal tags for specific stages

Yeah, we totally need this. It seems like a rather arbitrary omission for filtering. I have a landscaping company and they want to flag a deal if it'...read more

JeffBell

Member | Platinum Partner

December 05, 2023

Reply to Google and Yahoo have hired a digital bouncer, but we’re here to help you get on the list!

I just have a question about the authentication. Are all three methods required, will one do, or should we have a combination of some sort?

JeffBell

Member | Platinum Partner

November 15, 2023

Reply to Set an updated property in the sales pipeline that mandatory asks the sales rep to attach a file

Yes, this is absolutely needed! With more folks switching to HubSpot we are seeing larger and larger businesses moving their processes over to deal a...read more

JeffBell on October 03, 2023

See form submissions to user before deactivating

When you deactivate a user today, it tells you if the person owns contacts, companies, deals, etc.... but it does NOT tell you if they are receiving form submissions. Since we now have to select HubSpot users for form submissions, this should be som read more

Reply Idea Users & Teams & Permissions

2 upvotes

1 Reply

JeffBell

Member | Platinum Partner

June 28, 2022

Reply to Association Label Requirements (and Association Requirements)

Adding my voice here too. I'd love to have a way to require an associated object. We have an instance where we have a custom object, an Aircraft, tha...read more

JeffBell on June 27, 2022

Engagement Based Workflows (and/or some concept of time comparison)

We have a client looking to do simple SMS meeting reminders. They are handling this through a JustCall integration to handle the SMS portion. Ideally we could handle this simple task inside of HubSpot but as it turns out, we were blocked at every at read more

Reply Idea Properties Workflows

3 upvotes

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