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hscomuser2345
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Mitglied seit ‎Aug 1, 2019
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hscomuser2345 on August 12, 2022
So I know you can obviously customize the default sidebar properties for every user and that each user can further customize their own layouts. What I'm struggling with is how to customize the properties within a custom section on a per-user bas Beitrag ansehen
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KirstenM on September 17, 2017
Win Probability should be available as a property that can be displayed as part of the deal columns - i.e. there should be the ability to see, at an overview level, what the win probabilities are for all current deals.
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Juli 06, 2021
Very much agree. This strikes me as a pretty straightforward capability, something you'd expect out of the box. The workflow idea posted above sounds...Beitrag ansehen
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psx on April 17, 2018
Hi I was looking into SuiteCRM (SugarCRM) – where it is possible to create dynamic fields – e.g. conditional dropdown list (What you select in one dropdown list decides what you can select in another drop down list. Does something similar exist Beitrag ansehen
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Mitwirkender/Mitwirkende
Februar 19, 2021
I see others have weighed in on this but I'll chip in some more comments for what it's worth - The suggested solution you offer here is only rele...Beitrag ansehen
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yatishm on Mai 20, 2019
Hi there Is it possible to create a custom property that maps to values based on values in another property? Example. If we have a country property, could we have a custom property that maps (nice pun 🙂 ) to the continent. Eg. if a contac Beitrag ansehen
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Mitwirkender/Mitwirkende
Februar 19, 2021
Hey Josh! I have a different flavor of field mapping than the use case described by Yatishm. If you're familiar with Field Mapping as its defined...Beitrag ansehen
FelipeFelix on Juli 08, 2020
Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t Beitrag ansehen
89 Likes
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Mitwirkender/Mitwirkende
Februar 19, 2021
Yeah, I think this would be great. In my case, I'm envisioning using an infinite loop to automate some manual field entry. Specifically, for eac...Beitrag ansehen
hscomuser2345 on August 18, 2020
My firm recently onboarded ZoomInfo which has a handy integration with Hubspot wherein you can export contacts directly into Hubspot. For some reason, however, this integration completely breaks Hubspot's Contact page. Other pages work fine but the Beitrag ansehen
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