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dge
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Membre depuis ‎sept. 6, 2019
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joshflightbucks le Avril 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Lire la suite
Répondre Idée Account Settings
223 Mentions J'aime
118 Réponses
dge
Membre
Juin 17, 2020
hey ybaptiste, One case would be like this: We have 15 pipelines and 5 teams, for each team only 3 pipeline is relevant. We would like to hide 12 ...Lire la suite
ClemOaky le Janvier 02, 2020
Parent Child Relationship for Deals
In the industry we work in (hotels), you may have a Parent (the Hotel Chain) and a lot of children (the individual hotels). We need to have a Parent / Child relationship on a deal level, where the Parent Deal is the sum of all individual Children d Lire la suite
Répondre Idée Deals
138 Mentions J'aime
39 Réponses
dge
Membre
Mai 28, 2020
We also need this functionality
joshflightbucks le Avril 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Lire la suite
Répondre Idée Account Settings
223 Mentions J'aime
118 Réponses
dge
Membre
Juin 17, 2020
hey ybaptiste, One case would be like this: We have 15 pipelines and 5 teams, for each team only 3 pipeline is relevant. We would like to hide 12 ...Lire la suite
samike le Mai 15, 2019
Different pipeline, different about this deal.
Hi everyone, Our company uses multiple pipelines that base on our departments. For example, our AE department always uses the pipeline name "2019 - AE", My department is CS that we use the pipeline name "2019 - CS". But we have very different Lire la suite
Répondre Idée Deals
21 Mentions J'aime
8 Réponses
dge
Membre
Avril 06, 2020
This is something that we absolutely need. We have pipelines that are so different from each other that default properties displayed on the deal page...Lire la suite
SonarHome le Septembre 20, 2019
Automatically add contact to deal in workflow
In our business activities we sometimes need to act as an intermediary between two parties. For that reason I would like to have an option of assigning automaticaly contacts to a Deal, when Deal reaches specific part of the Pipeline. Is there Lire la suite
Répondre Idée How To
57 Mentions J'aime
27 Réponses
dge
Membre
Mars 30, 2020
How is this not available? There is no workflow that allows adding the contact to a deal automatically.
jeremypyles le Octobre 17, 2017
Need some kind of permissions to see Dashboard or hide from certain users
Any Hubspot CRM (Sales) user can see all dashboards! YIKES. It is scary to me that any CRM user can view anyone else's dashboard in Hubspot Sales. This has huge privacy issues with lower-level users being able to see my Dashboard and all sales Lire la suite
Répondre Idée
81 Mentions J'aime
49 Réponses
dge
Membre
Décembre 10, 2019
Absolute must-have and not so difficult to implement. Do it already
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