benesch_e

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solutions
2
Replies
7
Upvotes Given
134
Upvotes Received
75
Ideas
6

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Elizabeth Benesch

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Activity

JEpstein4 on November 21, 2023

Renaming Lead labels

Would love the ability to rename the current lead labels from hot/warm/cold to any other label option?

Reply Idea Contacts & Companies

3 upvotes

1 Reply

benesch_e

Contributor

November 30, 2023

Hi there is a second Idea Post for this same topic. Please up vote it too if you need this https://community.hubspot.com/t5/HubSpot-Ideas/L...read more

benesch_e on November 28, 2023

Lead Object Labels

I need the ability to edit the labels on the lead object, currently they are Hot, Warm, Cold. I need the ability to designate them as existing customer or new customer. This means that I either need the ability to select muiliple labels or make cust read more

Reply Idea Contacts & Companies Properties

7 upvotes

1 Reply

NHuffman on February 02, 2022

Optional Line Items for Quotes

There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more

Reply Idea Products and Quotes

63 upvotes

19 Replies

benesch_e

Contributor

July 26, 2023

This feature would be great and could work similarly to the new pay now/pay later amount total. I have tons of products that have accessories th...read more

TGrabert on December 18, 2020

Playbooks need be accessible on mobile app

We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email read more

Reply Idea Mobile Applications Playbooks

75 upvotes

35 Replies

benesch_e

Contributor

September 07, 2022

agreed, playbooks would go a long way to making the mobile app extremely powerful: Tradeshows: lead capture with information to pass on to the relev...read more

Bryan on June 16, 2017

Minimum/Maximum Number of Characters in a Field

Ability to require minimum/maximum number of charcters in a form field. This would prevent users from entering a "space" to get through the required field. My application is for a zip code, where the user must enter 5 characters.

Reply Idea Forms

143 upvotes

58 Replies

benesch_e

Contributor

April 04, 2022

being able to format, require minimum/maximum word counts would be extremely beneficial for our data integrity. Use case: Phone numbers, applicat...read more

parryp on November 01, 2018

Recurring Email of Custom Reports Exported in Excel

Hubspot currently has a feature that allows users to set up recurring emails of a chosen Dashboard. Hubspot also has a feature that allows users to create custom reports, and export them to Excel. I want to be able to set up recurring emails of read more

Reply Idea Sales Reporting

116 upvotes

35 Replies

benesch_e

Contributor

September 17, 2021

This would be a really nice feature. Some of the reports I have created in HS generate a large data set that is just plain easier to look at and...read more

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