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MollUser1
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Membro desde ‎ago 20, 2019
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MollUser1 on Março 31, 2023
Restrict permissions for workflows (enrolling contacts in workflows)
Some people in our company create lists of contacts and then enroll them in workflows. To allow that, we have to give them access to all workflows so they can edit them. This is a high-security risk of them being able to actually change workflo Leia mais
Responder Idéia Enterprise Workflows
4 avaliações positivas
4 Respostas
vanessahunt on Julho 07, 2020
Controlling and dependent property attributes needed
In Salesforce CRM you're able to define 'controlling' and 'dependent' fields in order to manage the selection of values between two fields that are related to one another i.e. Region and Country. If I select the region 'EMEA', then I need the 'Count Leia mais
Responder Idéia Reports
112 avaliações positivas
21 Respostas
MollUser1
Colaborador(a)
Janeiro 26, 2023
100% agree. More dependencies between the properties would be really helpful for data cleanliness.
susanmartin2006 on Julho 22, 2020
Custom product properties on Quotes
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar Leia mais
Responder Idéia Products and Quotes
214 avaliações positivas
83 Respostas
MollUser1
Colaborador(a)
Janeiro 18, 2023
I might have already replied to this idea. But for us this would be seriously a game changer
NicoleSengers on Fevereiro 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Leia mais
Responder Idéia Contacts & Companies Workflows
956 avaliações positivas
252 Respostas
MollUser1
Colaborador(a)
Novembro 17, 2022
We would need that right now! This would be a great feature to differentiate between contacts who took part in meetings/training and other contac...Leia mais
TCoppen on Maio 21, 2021
Allow Variable Monthly Goals on Reports
Currently report monthly goals are fixed to set monthly increases (see screenshot). Ideally, we want to set goals for each month that varies due to seasonality. We cant use the revenue goal section for this either as that links to a single Leia mais
Responder Idéia Dashboards & Reports
44 avaliações positivas
13 Respostas
MollUser1
Colaborador(a)
Agosto 04, 2022
This is highly necessary for us! Please HubSpot implement this. We have different expectations for each quarter for contacts, companies and deal...Leia mais
laurensuica on Maio 07, 2020
Add custom product properties to quotes
The custom product properties add little value without being able to include them as visible on the quote. Generally this isn't just for internal use, but is also to communicate to the customer. There are two other ideas I associate with this as wel Leia mais
Responder Discussão Documents
39 avaliações positivas
7 Respostas
MollUser1
Colaborador(a)
Junho 30, 2022
Creating custom properties on products is nice, but without being able to add them to the quote, they are pretty useless. We can change the line...Leia mais
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