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BradleyE
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Member since ‎Aug 8, 2019
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  • Upvotes Given
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  • Upvotes Received
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Bradley Emery

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BradleyE on January 31, 2020
Contacts can have 1 "Associated Company" and several "Related Companies". Workflows and Lists can be generated based on properties of "Associated Company" BUT not "Related Companies" - as I've been told Related Companies is still a BETA feature. read more
12 upvotes
7 Replies
Member
February 26, 2021
I agree, it would also be very helpful for workflows to set properties based on contacts, in this case we can not do it. We have clients that are in ...read more
BradleyE on October 30, 2019
Currently, you can view all of the "Workflow Memberships" for a given Contact simply by viewing the Contact itself and viewing the right-hand side menu. However, this does not exist for Company and Deal objects and would be super beneficial if it read more
4 upvotes
1 Reply
Member
September 23, 2020
Also need the ability to unenroll a company from a workflow. Otherwise, company workflows are pointless and should stick to contact workflows.
BradleyE on October 29, 2019
Currently, you can view all of the "Workflow Memberships" for a given Contact simply by viewing the Contact itself and viewing the right-hand side menu. However, this does not exist for Company and Deal objects and would be super beneficial if it read more
Participant
February 26, 2021
Would love to see a workflow membership view for deals the same way it exists and is implemented for Contacts
codymiles512 on January 08, 2018
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b read more
263 upvotes
130 Replies
Member
May 11, 2022
I need to change the SIDEBAR that shows up in HubSpot when adding line items from the product library. It just doesn't have enough information for th...read more
Solved
TomS on February 11, 2019
Hi all, We're making use of mandatory questions/properties when moving deals through the deal stages (see screenshot for the overview). Unfortunately, when creating a deal AND putting it to Won straight away, the mandatory questions w read more
13 upvotes
19 Replies
Contributor
April 11, 2022
this is not the approprate answer. asking reps to add unnsissary/ addtional info when creating a deal just leads to more work and bad data. most of t...read more
Solved
TomS on February 11, 2019
Hi all, We're making use of mandatory questions/properties when moving deals through the deal stages (see screenshot for the overview). Unfortunately, when creating a deal AND putting it to Won straight away, the mandatory questions w read more
13 upvotes
19 Replies
Contributor
April 11, 2022
this is not the approprate answer. asking reps to add unnsissary/ addtional info when creating a deal just leads to more work and bad data. most of t...read more
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